global growth

Pricing Pressures Peaked (Piqued?): The global PMI pricing pressure indicator peaked earlier this year, and if past correlations hold we should expect further...

If you are like me, you're probably sick of reading about rising interest rates, inflation and the dreaded R word - recession. We get it. It's not the easiest time...

What do you call a company that, when it surprises the market with very strong free cash flow, sees its stock crash 30 percent? Amazon! In its first-quarter earnings...

China Property vs Commodities: China in general, but especially its property sector, has been a major driver of commodity prices over the past couple decades. There...

By virtue of their stage of economic development, emerging markets can offer investors supercharged growth opportunities. It follows that the greatest number of...

The first five months of 2022 have been extremely challenging for investors as equity markets have sold off heavily amid macroeconomic and geopolitical uncertainty....

Since their 2021 peaks, the share prices of the world’s largest technology companies have recorded breathtaking declines. These once high-flying stocks have seen...

Investors are well aware that equity markets have commenced 2022 with severe volatility and big price declines. Russia’s brutal invasion of Ukraine and economic...

Investors have been promised an elixir of big returns and low volatility. But the truth is, to achieve outstanding long-term returns, you must be prepared to endure...

Investors have seen damaging headline after headline of COVID-related, regulatory or supply chain-related issues coming from China. It seems like every day or week...

Monetary Policy from Tailwind to Headwind: Last year I counted 123 rate hikes across 41 central banks… meanwhile already so far this year I’ve counted 67 interest...

China Property Prices: The Chinese property market downturn extended through January, with the majority of cities seeing prices fall vs December, and close to 50% of...

This wire was written by Amit Nath, Senior Research Analyst with Montaka Global InvestmentsWhen you look at a multiple, it may seem high at first glance. But it is...

Many investors know the unprecedented opportunity that has emerged in US online sports betting. The sector is expected to grow from US$1 billion in 2019 to US$30-50...

100 baggers are few and far between. The stories of these stocks' success inspire investors' the world over, and keep them coming back to uncover the rare gems of the...

After the storm in Chinese equities last month many global growth portfolios took an uncharacteristic decline, including ours. However, we believe, as outlined in my...

There has been a sharp rotation out of growth and steep sell-off in technology since the speculative highs of February. Of course, moments like this offer rare...

Inflation fears have taken the lofty tech giants for a wild ride over the past few months, after what was nothing short of a spectacular 2020. The NYSE FANG+ Index,...

"If you were waiting for a dip in tech, well, this is a dip in tech" is how Michael Frazis signed off his investor letter this week. After a growth-dominated year (and...

In Part 1 of this collection, One industry growing multiples above the economy, I outlined why the cybersecurity industry is an investment theme worth your attention....