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Market Insights

StocksTechnologyAsset Allocation

Where is Big Tech going and why it could remain a good investment?

Many of us regretted not going all in on tech after the market fall in March. The good news is that it might not be too late to start investing in growth stocks, and tech stocks more generally. Here is why.

Asset Allocation

The S&P 500 is tiring, the Black Gold is back, Biden and Putin got along: our Top 10 stories of the week

Read the 10 stories to remember from the week which ended June 18.

MacroAsset Allocation

The Week Ahead: Fed Meeting, BOJ, SNB & Biden-Putin Summit

Read the key events to monitor for the week which starts on June 14, 2021.

Asset Allocation

The week ahead: G7 Summit, ECB and US JOLTS Job openings

Read the key events to monitor for the week which starts on June 7, 2021.

StocksAsset AllocationMarketsUSA

Are US stocks really so expensive?

The S&P 500 Index keeps delivering all-time highs. Is this rise justified by the fundamentals?

Asset Allocation

The week ahead: US Employment, PMIs, and mortgage applications

Read the key events to monitor for the week which starts on May 31, 2021.

Asset Allocation

$6 Trillion Budget, the come back of Meme stocks, shining Gold, etc. - The Top 10 stories of the week

Asset Allocation

The week ahead: Biden 2022 Budget proposal, Case-Shiller Index, PCE deflator and the end of earnings season

Read the key events to monitor for the week which starts on May 24, 2021.

Asset Allocation

Crypto-crash, FOMC minutes, Gold highest weekly close since 1st of January: our Top 10 stories of the week

Asset Allocation

The week ahead: Fed minutes and Big Retailers earnings

Read the key events to monitor for the week which starts on May 17, 2021.

Asset Allocation

Commodities & bitcoin dumped, Tech underperformed as inflation jumped the most since 1982 - our top 10 stories of the week.

Read the 10 stories to remember from the week which ended May, 14th 2021.

CommoditiesAsset Allocation

Is ARK’s Cathie Wood Right that a Commodities Market Crash is Coming?

Cathie Wood didn’t use the word 'crash' in fairness, she said "We will have a very serious correction in commodity prices" once the global economy fully reopens.

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