us equities

The respected chief market strategist on where he sees the global winners and losers and why investors need to expect more volatility.

US inflation is rising, and pressure is on to cut rates. It looks like we are moving back to a world of financial repression in the US.

The macro veteran on the end of US exceptionalism, Australia is the “stagnation nation”, and the one country offering big upside right now

Fundamentals and hard data count for little in this emotionally-charged market.

Trade wars, deficits and AI mean finding the best quality companies is more important than ever

Long live the US stock market - a story in charts

With equities on the bounce, we get a temperature check on where the opportunities are now or if this is simply a false dawn.

Heading into 2025, U.S. exceptionalism remained a dominant theme. But tech sector struggles, downward revisions to U.S. economic growth forecasts, and Germany’s...

With a market cap of just $55M, Tecogen is solving a multi-billion-dollar problem in data centre power—positioning it for exponential upside

The correction under way in US equities has started from a point of extremely expensive valuations relative to earnings and bond yields.