Technology Eats the World: Global Mobility Accelerates 10/8/2023 Despite facing a raft of challenges including higher interest rates, inflationary pressures and a cooling global economy, the share prices of technology companies have shot higher this year....
Global Equities
U.S. Credit Rating Downgraded by Fitch
U.S. Credit Rating Downgraded by Fitch 10/8/2023 Fitch announced last week that it downgraded the United States’ long-term credit rating from the AAA (the highest possible rating) down to AA+ (the second highest rating). For those that are unfamiliar, Fitch is the...
A Unique Opportunity to Access the Ground Floor of Innovation
A Unique Opportunity to Access the Ground Floor of Innovation 27/7/2023 We’ve written several times about the historic difference in valuation between small and large companies. There’s a number of ways investors could take advantage of this–small cap ETFs, small cap...
Diversification: Can You Have Too Much?
Diversification: Can You Have Too Much? 13/7/2023 Diversification is no secret, it’s a well-known part of investing. “Don’t put all your eggs in one basket” is a common phrase that we learn at a young age, and something that most people put into action, at least to...
Second-Level Thinking and US Homebuilders
The Standard & Poor’s Homebuilders exchange-traded fund (ETF), XHB, has increased by more than 30% in 2023 and 40% over the last 12 months. A number of homebuilder stocks such as PulteGroup (NYSE: PHM) and renowned value investor David Einhorn’s Green Brick...
Bond Basics for Beginner Investors
The Financial Times (FT) recently reported that for the first time, the S&P 500, corporate investment-grade bonds and treasury bills are all offering the same yield of 5.3% for prospective investors. The leading financial newspaper provided a useful graphic...
Tech Stock Performance 2023: A Closer Look at FAANG and Beyond
For the best part of 2022 investors could have been forgiven for thinking technology stocks only went down. From a previous sea of red, some green shoots have begun to emerge in technology stocks marking a notably positive beginning to 2023. Several factors...
Does Valuation Really Matter?
Crucial to successful investing is recognising the difference between price and value. In the 2008 Berkshire Hathaway letter to shareholders, legendary investor Warren Buffett wrote, “Long ago, Ben Graham taught me that price is what you pay; value is what you get.”...
3 Competing Views in Economics: A Perspective for Informed Decision-Making
3 Competing Views in Economics: A Perspective for Informed Decision-Making 25/5/2023 Economics, as a complex and dynamic field, is often a subject of debates and diverse opinions regarding the future state of the global economy. Presently, three dominant views command...
Raise the Debt Ceiling (Again)
Raise the Debt Ceiling (Again) 1/6/2023 As the 1 June deadline set by US Treasury Secretary Janet Yellen looms, a deal that prevents the U.S. from defaulting on its debt seems inevitable. President Joe Biden appears set to follow in the footsteps of his predecessors,...
Battle of the Titans: Cloud and AI Edition
GhatGPT has set the online world alight and sparked debate over the future of almost everything. We look at a monumental battle between two behemoths of the tech industry... The launch of ChatGPT has set the online world alight, amassing more than a million...
Investing in the Picks & Shovels of the Future
According to the International Energy Agency (IEA), electric vehicles (EVs) account for only 9% of new cars sold today. This is expected to rise dramatically over the coming years, with a fleet of over 300 million anticipated by 2030, totalling 60% of new car sales....












