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Following on from the summaries of seven themes published at the start of September, we have continued exploring the broad topics below. Technological breakthroughs: Ongoing advancements in technology, such as artificial intelligence, robotics, and automation, will continue to disrupt industries...READ MORE
Thematic ETFs have gained considerable attention and popularity in the investment landscape, offering distinct advantages for investors seeking exposure to specific themes or sectors. These ETFs provide several benefits that make them attractive as investment options.READ MORE
08 May 2023 | By Ian Weir
As always, the quarterly US earnings reports are very closely watched for how the global economy is fairing. The combination of near full employment, higher than normal personal saving rates and an increased demand post the COVID 19 pandemic, theoretically...READ MORE
19 Apr 2023 | By Ian Weir
READ TIME 5 mins READ MORE
When compared to other Equity Emerging Markets, India’s absolute and relative returns have stalled since late November 2022 as global investors have moved back into Technology focused markets such as Korea and Taiwan post China’s step change in their Covid...READ MORE
- Macro & Markets
28 Oct 2022 | By Ian Weir
Federal Treasurer Jim Chalmers delivered his first Budget to Parliament only five months after the Labour Party won the federal election. Inheriting an economy at close to full employment, high inflation and having watched the events of the UK post...READ MORE
It has been a perfect storm on both the demand and supply side for the oil market since late last year with Geo-political tension, supply chain issues and the re-emergence of business/leisure travel. As oil prices have fallen 30% from...READ MORE
We are just over halfway through the most anticipated US earnings season for some time. The market has been desperate to get some real datapoints on how the US and to some extent the global consumer is travelling. Therefore now...READ MORE
- Macro & Markets
11 Jul 2022 | By Ian Weir
Boris Johnson’s resignation last week opens the door for a Conservative leadership election over the coming weeks. The leadership issue has been an overhang for the last few months, therefore most would expect the party will look to move swiftly...READ MORE
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