global growth

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...