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Market Insights

StocksTechnology

Is big tech back?

The market’s focus is shifting from inflation and higher yields to global recession risks. Will big tech outperform the broader market in this environment?

StocksAsset Allocation

What is Warren Buffett buying?

The recent top buys of one of the most successful investors could offer perspectives as the outlook is uncertain. And, could the Warren Buffett ‘formula’ help us step into his shoes, to attempt to highlight which ...

StocksTrading

How to Trade a Dead Cat Bounce | Fading the Top

One of the surest signs that there is a bear market is when there's a dead cat bounce. Selling short at the end of one can provide quick trade setups when markets are in a downtrend.

StocksTechnology

Could Elon Musk’s involvement with Twitter affect Tesla?

A lot has happened since Elon Musk offered to take Twitter private for USD44bn. Tesla investors are worried the deal could bring a dark cloud on Tesla, at a time when the billionaire’s focus may be critical to ...

StocksTechnology

Cloud wars: opportunities in Amazon, Google, Microsoft?

This year’s shakeout in tech may offer substantial opportunities for investing in cloud infrastructure giants, benefitting from stellar growth fuelled by rapid cloud adoption and solid balance sheets. Could the ...

StocksECBBank stocks

Did the ECB just give a buy signal for European bank stocks?

The European banking sector has retraced around 50% of the

StocksTechnologyNasdaqS&P500

Playing a Market Rebound with Tech Stocks

The collapse of tech stocks in 2022 has been a key market theme. The NASDAQ has noticeably underperformed the S&P 500, while tech stocks within the S&P 500 have been some of the biggest laggards. As we move towards H2, will ...

StocksMacro

Are investors worrying too much about the US consumer?

While fears over the health of the US consumer are high, data and earnings reports reveal a strong, but rapidly changing spending patterns. Is it ...

StocksBondsMacroFixed Income

“TINA is dead.” Or not.

The stock market had an epic run after the 2008-09 financial crisis, thanks in part to rock-bottom interest rates, which encouraged investors to pile into equities as “There Is No Alternative” (TINA). Now that the Fed ...

StocksMacroNasdaq

The Nasdaq, time to enter?

The average price-to-earnings (PE) ratio for US technology stocks has contracted sharply since the beginning of the year, with the Nasdaq PE ratio falling from around 37 to around 25 in only 4 months. Are we close to ...

StocksAsset AllocationS&P500

Investing takeaway from the Q1 earnings season

Underneath the surface, earnings reports revealed a tremendous number of clues about the rapidly changing economic landscape. Who are the winners and losers and what does it mean for stocks? ...

StocksAsset AllocationS&P500

Why the S&P500 equal weight could be a wise choice

There is a lot of merit in the traditional capital-weighted S&P500, but it also comes with risks as it is heavily skewed towards today’s winner. Could the equal-weighted S&P500 offer a broader ...

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