The Northern Light
On the back of the US-China trade war, global equity markets have felt the heat in…
European Banks – The Unloved Sector
European equity markets have so far this year performed relatively well, as most…
Safer banks – safer investment for shareholders
As most companies by now have reported the interim financial results for 2019, we…
The Impact of Forex on Portfolios
Have you ever wondered, what are the most important factors in determining…
Where from now, as the FED cuts rates?
The wait for the long-awaited monetary policy announcement from the US Federal…
Repercussions of the Brexit Saga
It all started three years ago when the Brits unexpectedly decided to leave the EU…
Farewell to Draghi, and Welcome Lagarde
Every beginning has an end, and the tenure at the helm of the European Central Bank…
Will the FED be the next EM’s ally?
We are now used to analysts’ opinions to invest in Emerging Markets (EM) from time…
The abstract economic and investment scenario
July kicked off on a very positive note, with US equity markets flirting with…
When Bad News is Good News
With the benefit of hindsight, investors who panicked and sold off during the last…
Lessons from the Past
In many things we do, we find ourselves looking at the past for answers, context,…
China’s Resurgence
America and China have been at each other’s throats for quite some time now.…