Macrodynamic tailwinds persist, but stocks are already priced to perfection. Will tariffs derail the market in 2025?

While we recommended that investors underweight US equities in 2022, conditions in 2024 are much different.

Monetary tightening is either at, or close to, an end, but markets will be looking for increases in leading economic indicators to begin a viable...

As the saying goes; when Wall Street sneezes, the world catches a cold. And the US is set up for near-term turbulence - but there are clearer skies...

Stocks are well into undervalued territory, against a backdrop of high inflation and weak economic growth.

Uber, Starbucks and brewing giant Anheuser-Busch (of Budweiser fame) should all benefit as consumers swap back to services.

Beaten-down industries, such as airlines, hotels, cruise lines and gaming should benefit from a return to normal spending patterns. 

Even with the market's bounce, the selloff provides a chance to invest in significantly undervalued stocks.

Musk’s deal to buy Twitter is shining a light on the intricacies of the mergers and acquisitions process, and shows just how risky buyouts can...

Flight to safety pushes defensive sectors too high while leaving growth stocks attractively priced.