News and Analysis

NATGAS: Prices on both sides of the Atlantic have shown signs of life after their dramatic plunges this year. It’s a timely reminder that natgas is amongst the most volatile...

As artificial intelligence (AI) technology continues to rapidly evolve, its potential is becoming ever clearer. AI has the ability to greatly impact not only how we complete...

When OpenAI released ChatGPT last November, the chatbot reached the million user milestone in a mere four days —  setting a new tech record for the fastest-growing app of all...

AI is, without a doubt, the hottest investment trend of 2023. Is this just short-lived hype, or will AI stocks continue to soar? AI (short for artificial intelligence) has...

REBOUND: With the peak summer holiday season well underway the so-called BEACH travel and tourism stocks are doing very well. Our global and European leisure stock baskets of...

FEARS: The developed world’s highest headline inflation. Still rising core inflation. 19% food price rises. 12 central bank rate hikes. And investors aggressively pricing four...

DAI is now the third-largest stablecoin The crypto market remains under pressure, with many altcoins still in the red after a recent lawsuit classified several big names as...

SPIRITS: Equity animal spirits are reawakening after 18 months of hibernation. The S&P 500 is in bull market territory. Market volatility low. Tech stock leadership is...

Summary Europe the macro and market 2023 surprise Now lower inflation, stronger earnings growth, and 30% lower valuations than the US. But also is riskier, more cyclical, and...

LEADING: Japan is the best performing major stock market this year, up 23% in US dollar terms, doubling from its pandemic low, and closing in on the all-time-high from 1989 when...