macro themes

The Rupee isn’t in dire straits – It’s merely moved from overvalued to undervalued.

The US private credit market may be larger, but Australia’s is stronger.

India’s rising export powerhouse.

Chris Judd on how macro themes, liquidity, and leadership shape his investing at the Cerutty Macro Fund.

Don’t let the headlines shake you. Instead, have a process for determining whether to keep riding this bull market.

Despite the gold price at record highs, L1 Capital's Mark Landau painted a bullish picture at the recent Livewire Live event.

Defence and Military stocks are the perfect combination of Growth and Defence for your Portfolio

A lot happened this week. Here is what captured my attention as a growth investor.

Something new is underway in the "Old Cyclical" sectors -- big implications for global vs US stocks.

The equity rally reflects optimism about AI-driven growth. But downside risks remain. Here are three scenarios to help manage portfolios.