2022: We are bullish a rare fourth year of strong equity returns. The earnings outlook is under-appreciated and valuations well-supported. Our focus is cheaper and faster growing...

THE REBOUND: 2021 saw global GDP soar 6% and company profits by 50%, as world rebounded from shortest and sharpest recession in history, boosted by 9 billion vaccine doses,...

A BETTER 2022: Asian markets were disappointing this year. With a slowing and more interventionist China and Asia’s low-tolerance covid strategies. This sets up for a better 2022....

HEADWINDS: Oil (OIL) prices survived a quadruple headwind of omicron-demand fears, a strong USD (making it more expensive for foreign buyers), US strategic reserve sales, and...

VOLATILITY: Friday is one of the highest market volume days of year with ‘quadruple witching’ futures and options (F&O) expiry. This has become even bigger as retail-driven...

FED DAY: The Fed meeting looms large, with a coming hawkish pivot away from its super-sized $8.7 trillion balance sheet and zero interest rates. ‘Don’t fight the Fed’ is a...

REORGANISATION: Some of the largest tech stocks could be changing sectors in a proposed 2022 reorganisation of GICS*. This could significantly boost the size of the financials and...

METAVERSE: The metaverse incorporates video, augmented and virtual reality. Also, a shared architecture allowing virtual goods and identities to move between platforms. The term...

CARBON: Carbon prices are among the new kids on the commodity block. Europe’s ETS carbon price is +170% this year, a multiple of the Bloomberg commodity index, and behind only the...

SOARING: Used car prices continue to hit new highs led by vans and SUVs. The market is still unbalanced, extending the bullish price cycle. This is boosting car dealers, leasers,...