News and Analysis

Summary Déjà vu return to 2022 winners More volatile markets and higher bond yields argue for a new look at the 2022 winning sectors that lagged this year. Traditional...

Could Cosmos or Polkadot be next? As we move into March, the crypto recovery has been hit by two headwinds: a financial crisis at one of the biggest crypto-friendly banks, and...

AIRLINES: They are usually considered some of the riskiest stocks. With a miserable long term performance record. Virgin Atlantic founder Richard Branson is quoted saying the...

Nordic stock exchanges have offered competitive returns. All Nordic countries have performed better than the STOXX Europe 600 index over a period of three and five years. In the...

COMEBACK: Bonds are world’s biggest traded asset class, at c$130 trillion, and one of its most liquid. They fell sharply out of investor favour last year. Many saw worst ever...

VIEW: Markets saw a February reality check after wrong-footing investors with the big January rally. Sticky US inflation and resilient economies pushed back peak Fed expectations...

PRICES: Lithium prices are off their highs (see chart). This is stoking fears on electric vehicle demand in China, its biggest market, as it reopens and EV subsidies are cut....

Could China drive the next bull market? Tightening regulation and accelerating inflation in the US have led to minor losses for most cryptoassets in the last week. Yet in Hong...

Summary High dividend yield stocks set for a comeback They are defensive to inflation and uncertainty. 2022 saw strong 9% dividend growth and record $1 trillion of US share...

RETAIL: Q4 company earnings season is coming to an end. This shifts investor attention to the upcoming annual general meeting proxy voting season. This will likely be focused on...