News and Analysis

KOREA: South Korea is the world’s 12th largest economy and one of its economic ‘miracles’. Tripling in size the last 20 years and taking GDP/head to $33,000. This is more than...

Why are bonds popular again? If the potential to earn a regular income with less risk than traditional investments sounds interesting, you’re going to want to learn more. ...

Summary A rare case of overseas stock outperformance Overseas stocks are outperforming US, with their combo of 30% cheaper valuations and surprising resilient economies. Europe...

The two-year US debt ceiling deal is positive, but reaction likely muted as most markets never sold off and the deal has some modest negative bond market and economic growth...

APPLE: World’ largest market cap stock has its World Developers Conference next week, June 5-9. It is potentially set to launch its long-awaited AR/VR headset, in its biggest...

SUMMER: Our outlook for harder won but still positive returns remain in place as we enter the peak summer. This typically see’s lower stock market returns and volumes, with June...

TECH: Big-tech stocks have driven all before them this year. The NASDAQ is up 24% and S&P 500 10%. Whilst the equal-weight S&P 500 index and closely followed, but...

Could the reduced supply impact price movement? Altcoins are once again stealing the show, with promising network activity and regulatory changes in Hong Kong driving gains for...

BONDS: US government two- and three-year bond yields are now at quadruple their post global financial crisis average and well above the long-term average (see chart). Bonds are...

WORRY: Angst over the UK’s lagging economic performance and its weakening place in the global capital markets is running high. But capital markets are not economies, and UK assets...