STYLES: Dividends and especially stock buybacks are coming back into style with investors. With their chronic 2023 style underperformance narrowing sharply this year (see chart)....

TURNAROUNDS: Charlie Munger of Berkshire Hathaway (BRK.b) once said turning around a struggling business was ten-times harder than people think. Yet it is one of the most popular...

Please see this week’s market views from eToro’s global analyst team. The full 5-pager includes latest market data, the house investment view, and ‘special’ focus on Golds vs...

DEBT: The world’s rising debt mountain is a worry, but comes with silver-linings. The bad news is that the mountain grew to over $300 trillion last year. Equal to $39,000/person...

CHANGE: The ‘carry trade’ was a huge driver of currency returns in 2023. And has continued in 2024. With high yielders from the GBP to MXN the world’s top performers. But now...

THE GAP: Company earnings are the most important stock price driver in the long term. And accounting is the ‘language of business’. All companies must report their earnings in...

BRACED: US inflation is the most important number in markets. And markets seemingly braced for a hot US February inflation print today. After January’s upside surprise and...

OIL-PROXY: Struggling commodities are finally seeing some relief. With firmer global growth, a stabilising US dollar, and supply-side weather disruptions. Cotton has been a leader...

WOMEN’S DAY: Friday is International Women’s Day (IWD). A reminder of the significant progress women have made in business and markets. But also, the long road ahead. The roots of...

PROXY: With Q4 earnings season almost over, focus will shift to shareholder annual general meetings and ‘proxy voting’ season. This ramps up to a May peak and is one of the most...