Where should you invest your money for the long term? This is a question that many investors struggle to answer in today’s environment. Low interest rates have made valuations unattractive in almost all traditional asset…
Dear Client, Last week, I had the pleasure of participating in a debate with my colleague, Dhaval Joshi, on the future of cryptocurrencies. You can access a replay of the event here. Best regards, Peter Berezin Highlights The…
Highlights US labor-market disappointments notwithstanding, the global recovery being propelled by real GDP growth in the world's major economies is on track to be the strongest in 80 years. This growth will fuel commodity demand,…
To capture emerging trends and uncover additional investment opportunities, our colleagues at BCA Research’s Equity Analyzer applied their factor scoring system to Exchange Traded Funds (ETFs). They have used this technique…
The Global Policy Uncertainty Index is falling sharply and is now at the lowest level since April 2019. The decline is consistent with positive global pandemic developments which are supporting economic recoveries worldwide.…
Services PMIs for May confirmed the message from the global manufacturing sector earlier this week that the global recovery is accelerating. The Global Services PMI jumped to 59.4 from 57.0 in April. Improvement in both the…
Highlights Political and corporate climate activism will increase the cost of developing the resources required to produce and deliver energy going forward – e.g., oil and gas wells; pipelines; copper mines, and refineries. Over…
On Friday 4th June, I will be debating my colleague Peter Berezin on the future of cryptocurrencies. I believe that the cryptocurrency asset-class has substantial further price upside, whereas Peter thinks that it is going to zero. So…
Once again, financial market strength was exceptionally broad-based in May, with most of the major assets we track posting positive abnormal returns. Gold replaced industrial metals as the asset generating the greatest…
The global manufacturing recovery accelerated in May with the Markit Global Manufacturing PMI inching up to an 11-year high of 56. The stronger headline number partially reflects an increase in the pace of new orders to 57.3 from…