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Sunny with the odd shower
The big picture is unchanged. Global growth is positive, and expectations are being nudged higher. Inflation is coming down, but the phrase “the final mile of...
Regional Economic Advantages
1. The continued potential nearshoring presents:In early 2018, prior to the implementation of Trump's tariffs, China held a significant share of 22% in US impor...
Forget the politics: Why election uncertainty won’t, and shouldn’t, put investors off the US
Carry me home
Markets are getting close to pricing out any interest rates cuts for 2024. That seems a little extreme. In Europe and the UK, inflation is likely to ease furthe...
Boom boom pow
It feels like boom time. Markets are hitting all-time highs. The US economy continues to defy expectations, adding 303,000 non-farm jobs in March. There are gre...
Nasdaq-100 Index® - Beyond technology?
The Nasdaq-100 Index® - holding a mirror to global megatrend evolution Capturing long-term growth momentum driven by megatrends is only one piece of the p...
Latin America’s minerals: An opportunity for investors amid the global energy transition
With the global energy transition underway, Latin America’s minerals market holds investment potential.Clean energy technologies like EV motors and wind turbi...
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