Equities

Are tech stocks now bond proxies?
Equities

Are tech stocks now bond proxies?

There's never a quiet time for US technology stocks, it seems. The latest issue has been a very...

By Lars Kreckel

17 Jan 2022

3 min read

Emerging-market equities: what are we waiting for?
Lars Kreckel
Equities

Emerging-market equities: what are we waiting for?

It’s easy to be bearish on emerging-market equities amid the double trouble from regulatory and...
By Lars Kreckel
30 Sep 2021
3 min read
Reloading the small-cap reopening trade, post-Delta
Lars Kreckel
Equities

Reloading the small-cap reopening trade, post-Delta

Small-caps in the US may not be laggards for long.  
By Lars Kreckel
08 Sep 2021
3 min read
China’s techtonic shift
Lars Kreckel
Equities

China’s techtonic shift

What should investors make of China’s crackdown on its technology companies?  
By Lars Kreckel
18 Aug 2021
3 min read
Should investors expect a hot summer?
Equities

Should investors expect a hot summer?

With market volatility subdued and many valuations high, we examine the short-term outlook for ri...

By Ben Bennett

15 Jun 2021

2 min read

The tech sector: an inflation beneficiary?
John Roe
Equities

The tech sector: an inflation beneficiary?

Much has been made of inflation as the potential cause of technology stocks’ recent underperforma...
By John Roe
21 May 2021
4 min read
The Amazonification of investing
Shaunak Mazumder
Equities

The Amazonification of investing

"People overestimate what can be done in one year, and underestimate what can be done in 10 years...
By Shaunak Mazumder
22 Apr 2021
3 min read
Picks and shovels
Gavin Launder
Equities

Picks and shovels

“During the gold rush it’s a good time to be in the pick and shovel business” – Mark Twain  
By Gavin Launder
08 Apr 2021
3 min read