Equities

US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?
Equities

US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?

First-quarter earnings for 2022 have so far not delivered many upsets, even if the post-pandemic...

By Tim DraysonLars Kreckel

27 Apr 2022

4 min read

An investor’s guide to the metaverse
Lars Kreckel
Equities

An investor’s guide to the metaverse

In the second installment of a two-part blog, Lars Kreckel considers the economic and investment...
By Lars Kreckel
13 Apr 2022
5 min read
What is the metaverse, and is it really the next big thing?
Lars Kreckel
Equities

What is the metaverse, and is it really the next big thing?

In the first of a two-part blog, we delve into the metaverse, and consider how far the vision is...
By Lars Kreckel
23 Feb 2022
5 min read
Stuck in the middle with U(K)
Nicola Morgan-Brownsell
Equities

Stuck in the middle with U(K)

We dig into the underperformance of mid-cap stocks listed in London versus their larger peers, an...
By Nicola Morgan-Brownsell
21 Feb 2022
4 min read
Tuning into the FM signal
Equities

Tuning into the FM signal

Frontier markets (FMs) have performed well in recent months. Have valuations now become stretched?

By Lars Kreckel

27 Jan 2022

3 min read

Are tech stocks now bond proxies?
Lars Kreckel
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
Is this a bubble or did Santa just come to town?
Emiel van den Heiligenberg
Equities

Is this a bubble or did Santa just come to town?

We've seen a significant rally in equities recently, which almost nullifies the drawdown we saw i...
By Emiel van den Heiligenberg
15 Dec 2021
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