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The Rubber Band

“Karma is like a rubber-band: it can only stretch so far before it comes back and smacks you in the face.” – Unknown

As US equities continue their record breaking bull run, market participants have understandably started to question how much longer this will continue for and whether we’re entering… Read the article

Ch-ch-changes: sector shake up!

Come September, the biggest change to the sector structure in the Global Industry Classification Standard (GICS) history will take place, with more than 8% of the S&P 500 index market cap being re-classified into the new Communication Services sector. Under the changes, the existing Telecommunication Services sector will be combined… Read the article

China: A tale of two economies – will investors find good fortune in the Year of the Dog?

China was one of the best performing emerging markets last year as the stockmarket soared. This result probably surprised many investors who are more familiar with gloomy warnings about the country’s slowing economy, overheating property market and rising debt levels.

The rally arguably reflected growing confidence about the… Read the article

Like the ghost in Charles Dickens’s “A Christmas Carol,” recent price action in Japanese equity markets has been an unwelcome echo of the past. Outperformance of stocks with more stable earnings streams has resembled the market dynamics that provided a headwind to value investors in the decade after the financial… Read the article

US withdrawal from Paris Accord puts technology at the forefront of the climate challenge

As expected, and as promised during his campaign, US president Donald Trump yesterday announced that the US will withdraw from the Paris Climate Accord, the 2015 agreement setting greenhouse gas (GHG) emission reduction targets for individual countries. One of the major achievements of the agreement was the near universality of… Read the article