valuations

The purpose of this blog post is to provide a progress check and update on that controversial (at the time) "Global Equities: A Generational Buying Opportunity...

Since late last year we’ve viewed 2021 as a year of potential and opportunity in global equity markets. While a lot of focus has been on the US and the mega-cap Tech...

I wrote recently that for all the terrible consequences of the COVID-19 pandemic, it had a major positive effect in ending a long-running economic cycle while kicking...

Investors have flocked to large technology and communications growth companies in 2020, even as macro drivers injected considerable volatility into financial markets....

In the wake of the Global Financial Crisis, the world shifted away from the Yellow Pages. Now, they’re merely used as seat boosters. Joe Magyer, CIO at Lakehouse...

The Australian stock market set a new record at the end of June 2020. The ASX Information Technology GICS sector beat the all-time high forward P/E record set in March...

Despite facing a myriad of problems equity markets have staged a stunning comeback rally over the last three months. Liquidity from central banks, combined with...

The bear market bounce or relief rally continued through May but might be showing signs of losing momentum. The rally in April came after the initial shock of the...

Gold prices have continued their bull market run in Q2 2020, with the yellow metal trading above USD 1,700 per troy ounce. This reflects a sustained upward trajectory...

The unprecedented impact of COVID-19 across business and society is invoking a fiscal response last used by wartime governments 75 years ago, according to...