A Value Investor’s Guide to Five Macro Risks Global equities held up during April despite persistent inflation, renewed energy price pressure, and a Federal Reserve that looked increasingly divided. Beneath the surface,Read More…
As we approach the midpoint of 2025, U.S. stock markets remain near all-time highs. Yet beneath the surface, leadership has started to shift, and investors are navigating an increasingly complex environment markedRead More…
The global investment landscape in 2024 was marked by a striking divergence between US stocks and their international counterparts. While the S&P 500 surged over 23% and completed its best two-year runRead More…
Central banks remain centre stage The fight against inflation continued in earnest during November, with little sign of inflation easing materially and sustainably. The developed market central banks that held rate-setting meetingsRead More…