equity strategy

Global macro policy uncertainty isn’t the cause of today’s economic strains; it’s a symptom of deeper structural problems that were ignored

The market is not as 'expensive' at it seems at face value, but there is risk, tangible and significant, from profit warnings.

Despite expectations for a bumpier ride in 2025, we are optimistic that global equities can still deliver a positive return this year.

At Blackwattle, we embrace our mistakes as learning opportunities and believe they drive both personal and professional growth.

Our focus in February is on companies and sectors that continue to see margin resilience and positive earnings trends.

In a complex market environment, this article provides a four-step approach to identify promising long-term investment opportunities.

An upside surprise to quarterly inflation has economists rushing into the "one more hike" option.

We know the issues, but how can you profit from the structural changes happening in markets right now?

We’ve outperformed over the long term by being conservatively contrarian during booms and aggressively contrarian during busts.

Falling apples tell us a lot about market valuations as rates increase