The synergy between semiconductors and artificial intelligence is fast becoming one of the most exciting investment opportunities. Published 03 September 2024.
Gold is a timeless asset that has been valued for centuries as a store of wealth and a hedge against currency devaluation and geopolitical risks. Published 22 August 2024.
3 reasons Quality stocks could continue to outperform?
With renewed market volatility on the back of recession fears, quality stocks should be back on top of investors’ mind to navigate the uncertain times ahead. What makes Quality stocks unique? Published 14 August 2024.
International investors have started to take notice of beaten up defensive and value UK stock markets. Are stars aligning for UK stocks? Published 02 August 2024.
With the first interest rate cut by the US Fed around the corner, investors are quickly re-positioning. What are the top trades to take advantage of the market rotation? Published 19 July 2024.
If measured as a country, cybercrime would be the third largest economy globally. With exploding demand for cybersecurity solutions, investors’ attention turns to investment opportunities in this unique thematic. Published 16 July 2024.
Private Credit: A Growing Asset Class Gaining Traction
Private credit is gaining significant interest among investors. Read our primer which includes an outlook for the asset class and key reasons to invest. Published 14 June 2024.
The AI Revolution: Fueling the Recovery of PC Demand
The world of personal computers (PCs) is on the brink of a transformation, driven by the rise of Artificial Intelligence (AI) PCs. This change is set to not only rejuvenate the PC market but also redefine our computing experience. Published 01 July 2024.
European small capitalisation stocks have lagged large caps since the market lows of October 2022. This could be about to change. We highlight below 3 reasons for a potential catch-up. Published 17 May 2024.
De-dollarization: Shifting Sands in Global Finance
Investors are increasingly focused on de-dollarization trends. What is happening behind the scenes and how could these developments present opportunities? Published 25 June 2024.
The « non domiciled » community living in the UK has been quite agitated since the Conservative Government announced the end of the remittance basis regime back in March 2024. New rules are supposed to enter into force from April 2025. Published 21 June 2024.
Could high dividend and share buyback stocks offer a margin of safety?
Here are the top reasons why we believe high-dividend stocks and those with substantial buyback programs offer excellent value and provide the visibility investors are eagerly seeking. Published 07 June 2024.
Stocks of best-in-class companies globally have largely outperformed since March last year. Is today’s unique macroeconomic environment and artificial intelligence boom game-changer? Published 12 April 2024.
