News and Analysis

OUTLOOK: We are positive about the 2023 market outlook, but recognise risks are high. We see lower inflation and an end to rate hikes giving some needed valuation relief. Just as...

DISCONTENT: The UK faces a ‘winter of discontent’. Real wages are declining at the largest pace ever and forecasts are for the biggest fall in living standards since records...

LAYOFF: High profile tech sector layoffs, from Amazon (AMZN) to Twitter (TWTR), have surged to 135,000 globally at 850 companies. Investors are worried about a white-collar led...

Litecoin adds 10% as established altcoins rally As the fallout from the recent exchange collapse casts uncertainty over the market, Bitcoin continues to hover above $16K....

Summary The better 2023 outlook across asset classes 2022 was a year to forget as much asset class diversification failed, with both equities and bonds plunging. 2023 is set for...

PRESSURE: Global trade volumes are under pressure. Economic growth is slowing, demand rebalancing from goods to services, and trade barriers rising. This is offsetting untangling...

He looked to the titans for a pathway forward. He followed in their footsteps, and in the process paved his own investing strategy. eToro Popular Investor Nestor Armstrong calls...

DROUGHT: Markets rallied hard on relief that US inflation is turning down and China’s outlook improving. This adds to supports from less-bad Q3 earnings, below average valuations,...

SOCCER: The 4-yearly World Cup starts Sunday. Nearly half the world’s population will watch. It’s a $30 billion industry in Europe alone (see chart). And could impact your...

UPSIDE RISKS: The decline in US inflation has turbo-charged markets in hope it continues and allows Fed to halt its dramatic rate hiking cycle in Q1. This is our base case. But...