COMMON DENOMINATOR: The world’s best (or least bad) performing equity markets this year, from Brazil (EWZ) to UK (ISF.L), have one common denominator. A big commodity stock weight...

COMMODITIES: The broad Bloomberg commodity index (DJP) is up 23% the past month and 35% this year. The Russia crisis compounded an already tight commodity market and boosted...

STAGFLATION: The Ukraine crisis and spikes in economic uncertainty and commodities have rekindled ‘stagflation’ fears. Of a toxic combo of sharp economic slowdown and higher...

READ-ACROSS: The latest official analysis of who owns UK equities, the world’ no.3 market, has global lessons. With the growth of foreign ownership, now 56% of UK equities (see...

MISSES: A strong Q4 earnings season saw S&P 500 profits up 31% and Euro Stoxx600’ +67%, a key market support. But we also saw many high-profile misses and big stock falls....

GREEN LINING: Soaring geopolitical risks has driven a safe-haven rotation to USD, bonds, gold. Renewable equities have been a rare equity performer, a green ‘silver-lining’ to the...

Pokémon has been a handheld sensation for more than 25 years. It began as a smash-hit video game developed into a super popular cartoon and finally into an addictive augmented...

UKRAINE: The Ukraine invasion drove the S&P 500 into -10% correction territory and NASDAQ near -20% crash. Global markets are in the eye of a geopolitical storm. History shows...

SPOTLIGHT: Brent crude (OIL) prices have spiked over $100/bbl. for first time since 2014, on surging geopolitical tensions. This is a triple-hit to the global economy, with a...

RISE: Female investor numbers are surging, often overlooked and misunderstood, and can invest differently. We surveyed 9,500 female investors across 14 countries, from the US to...