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Investing
Fund Interview
September 10, 2024
‘Smaller stocks have never been so cheap’
Small-cap stocks have long underperformed their large-cap counterparts, now trading at a discount…
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Investing
September 9, 2024
Investors are using defence ETFs as a ‘flight to safety’
As geopolitical tensions escalate and global defence spending increases, a growing number of…
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Investing
September 9, 2024
Surely this must be the end of the rally
The equity allocation of US households has risen to 60 percent. The last time stocks had this much…
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Investing
September 6, 2024
Fund Radar: US growth stock funds out of favour
US growth stocks had an excellent year in 2023. Although the Magnificent Seven pulled the cart, they…
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Investing
September 3, 2024
Exit markets in private equity remain difficult, says Partners
Partners Group, the Swiss-based private markets investment firm that is also a major player in…
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Investing
September 3, 2024
Index funds: Bridging the gap between performance and returns
Index rules and procedures can create a significant divergence between overall market performance…
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Investing
September 2, 2024
The AI revolution is separating the wheat from the chaff
Technological dominance is the new geopolitical battleground. Companies and countries alike must…
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Investing
September 2, 2024
Is the Eurozone really outperforming the U.S. on debt? Not so fast!
It might seem like Europe has its financial house in better order than the United States. But hold…
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Investing
August 30, 2024
Fund Radar: corporate bonds are attractive, popular, and expensive
The fortunes of corporate bonds seem heavily reliant on a ‘soft landing’ scenario, given the tight…
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Investing
August 28, 2024
Nvidia disappoints with revenue expectations, delays new chip
Nvidia, the crown jewel of the AI revolution, failed to meet investors’ high expectations on…
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Most recent
Asset Allocation
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Opinion
In the long run, optimists still win
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