Jacob and Roger explain why, given the current level of uncertainty, it might be wise to look at relative value opportunities within emerging markets.
Roger explores some of the lessons Grant has learned over the years of interviewing some of the brightest minds in markets
Stock and bond return correlation matters. We explain why and how to benefit from it
Updates from around the world of Geopolitics
Starbucks Profitability, Mediterranean Crossing, China Trade Deficit, Natural Gas, Retail Investor Flows, EPS Quality Deteriorating, Zombies, Negative Yielding Debt
Jacob and Roger explain why most investors get Japan wrong and highlight the key ideas to keep in mind when investing in the country.
As bull cases re-emerge, remember to always consider the shifting macro backdrop
We think that the latest market rally won't last, especially in Europe
We explore last month's local news of global impact and remind readers of why we still like Brazil
Jacob and Roger explain why the uncertainties around the Russia-Ukraine War and China's Re-Opening should make investors extremely conservative in Q1
In a year of max uncertainty due to the divergence of outcomes possible, let's focus on what we know