Quick Bite | Are US markets in bubble territory?

As the end of the year approaches, investment minds naturally turn to the question: Have we had a good year? For most, especially those in the US, the answer is, […]
Quick Bites | Equity valuations looking a little toppy

In this QB, we’ll draw on the work that Martin Crabb of Shaw & Partners (Shaw’s) periodically produces to analyse equity valuations using informative charts. In the first chart, we […]
Quick Bites | Equity Markets enjoying a stellar 2024

The rise in the S&P 500 in 2024 has been one of the strongest since 1928. The current equity upswing began in October 2023, driven by optimism in peak inflation […]
Quick Bites | The Global Battle Against Inflation Has Been Won

The world’s top financial leaders are in Washington, DC for the International Monetary Fund (IMF)/World Bank annual meetings, which kicked off with fresh projections for the global economy. The US […]
Quick Bites | Interest Rates Higher in the Future?

The US Federal Reserve (Fed) in late September slashed its short-term rate target by 50 basis points (bps) and signalled more cuts are to come. Yet in that time, investors […]
The View | The bull market enters its third year

This week on The View, John Abernethy and Paul Zwi discuss recent trends in the bond market, government debt levels and the bull market entering its third year. They also […]
Quick Bite | Is China Stimulus Pushing on a String?

In recent days, the sharp stock market rally in China has fizzled out as highly-anticipated announcements on plans to boost the country’s economy disappointed investors. Shares had jumped by over […]
Quick Bites | Markets Looking a Bit Toppy

Today we have a look at ASX valuations as of the end of September 2024 and draw upon Martin Crabb’s well regarded analysis and charts, with thanks to Shaw and […]
Quick Bites | Countries with Best Growth Prospects over Next 10 Years

Everyone wants to know what the future looks like. Investors are no different: after all, investment performance largely reflects expectations of future growth. Get that right, and you can do […]
Quick Bites | What to Expect After the Fed Cuts Rates

The S&P 500 and the Dow Jones Industrial Average have climbed to fresh closing highs following the US Federal Reserve’s (Fed) interest rate cut of 50 basis points (bp) last […]