Articles about
Global equities

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We discuss the proverbial “picks and shovels” companies in the AI ecosystem, like infrastructure and hardware providers, as well as key players and technological advancements driving AI forward.

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It’s understandable that in times of high interest rates, investors are attracted to the ‘safety’ of cash or fixed-rate term deposits, but over the long term, it is equities that will provide the returns that will beat inflation. Watch now to find out why.

Experiences are trumping consumerism.

A polycrisis has sent global markets sharply down; and there is opportunity to be found.

A growth opportunity in the lacklustre retail space

Bloated merchant acquirers face disruption in the Brazilian market spac

Investment opportunities in the eyecare industry

A butterfly flaps its wings in Wuhan, China

Cable operators leading US broadband internet momentum

The way in which financial markets respond to US rate expectations is important

How worried should investors be?

What now that the kings are gone?