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Tag: Global Economy

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IMF: Navigating Global Divergences

The International Monetary Fund (IMF) recently released its latest World...

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Market Monitor – 6 October 2023

A new month has done little to brighten investors’ mood,...

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Countries at a Crossroad: The Top Three Emerging Markets to Watch

We believe that these countries could offer upside potential. Argentina...

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Barometer: Why Japan Merits a Closer Look

Japanese stocks are a bright spot in an otherwise uninspiring...

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Market Monitor – 25 August 2023

Global stock markets made cautious progress this week following recent...

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JP’s Journal: Rising Global Real Yields – An Explanation

One of the great skills of the best forecasters is...

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Stewardship and Advocacy Report 2023

In our sixth annual Stewardship and Advocacy report, we summarise...

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Where is the US Recession?

It’s the third quarter and still no recession. Has it...

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Water, Water, Needed Everywhere

Water is essential to life, but how to distribute it...

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Is AI excitement creating a stock market bubble?

History shapes our views and we are always seeking analogs...

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