Bull Market (17)
Investment strategy
Are we on the cusp of another Roaring Twenties?
Even though we're only a few weeks into the new year, investors have already seen some significan...
20 Jan 2022
3 min read
With some market watchers ready to call an equity bubble, I look at what my own indicators are...
Equity investors are at last enthusiastic again, but not yet exuberant.
Equities
After the sharp equity rally over the past four months, what
After the sharp equity rally over the past four months, what could possibly drive another leg up?...
05 May 2019
3 min read
With the outlook improving, we have extended our bullish view on risk assets to the medium term.
A sharp slowdown in US earnings growth looks likely next year. Perhaps the more important questio...
For a sector accustomed to getting headlines for its stellar growth and equity returns, the past...
