Analysis

Investment ideas, research, and opportunities

You're viewing content from 27 September 2023 onwards

Russell Burns

green energy

Stéphane Renevier, CFA

federal reserve

Stéphane Renevier, CFA

Reda Farran, CFA

macroeconomics

Reda Farran, CFA

bank of japan

interest rates

Theodora Lee Joseph, CFA

Paul Allison, CFA

semiconductors

Stéphane Renevier, CFA

macroeconomics

federal reserve

Paul Allison, CFA

european central bank

macroeconomics

Russell Burns

green energy

Stéphane Renevier, CFA

federal reserve

Stéphane Renevier, CFA

Reda Farran, CFA

macroeconomics

Reda Farran, CFA

bank of japan

interest rates

Theodora Lee Joseph, CFA

Paul Allison, CFA

semiconductors

Stéphane Renevier, CFA

macroeconomics

federal reserve

Paul Allison, CFA

european central bank

macroeconomics

Russell Burns

green energy

Stéphane Renevier, CFA

federal reserve

Stéphane Renevier, CFA

Reda Farran, CFA

macroeconomics

Reda Farran, CFA

bank of japan

interest rates

Theodora Lee Joseph, CFA

Paul Allison, CFA

semiconductors

Stéphane Renevier, CFA

macroeconomics

federal reserve

Paul Allison, CFA

european central bank

macroeconomics

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central banks

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Analysis

Investment ideas, research, and opportunities

The Hidden Benefit Of The Green Energy Transition

On top of all its other perks, this tech is deflationary. Goldman takes a look at how that might impact Europe and the US and finds the industries’ stocks to watch.

US Stocks Usually Rise When The Fed Stops Hiking. This Time Could Be Different.

One important variable may determine whether stocks will continue to go up – or not.

Gold Shouldn’t Really Be This Strong

But it is, and here’s why you may want to own some.

Coming Soon: Interest Rate Cuts, Rather Than Hikes

That’s the expectation across much of the world. Here’s why.

Currency Traders Have A New Favorite Play

Yen-based “carry” trades used to be all the rage, but a new move is taking their spot. Reda’s got all you need to know.

Seven Investing Pitfalls To Avoid

It’s all too easy to get tripped up in your investing journey. So Theodora’s gathered a list of seven portfolio perils to watch for.

The One Major Risk To Nvidia’s Stock Success

Nvidia has been on a roll, leading the market and making it look effortless. But the biggest producer of AI chips might have a major problem hiding in plain sight.

Why Oil Prices Matter, Far More Than You Realize

The $100-per-barrel mark is not far off and, as Stéphane explains, what happens next could have some heavy implications for your wallet, your portfolio, and the economy.

The Fed Message Is Clear: Expect Rates To Be Higher For Longer

The central bank chose not to hike rates on Wednesday, but there’s plenty to prepare for before the year’s out.

Here Are The Most (And Least) Likely Paths For The Global Economy

Investing giant abrdn lays out the scenarios, from the most probable to the total wild cards. And Paul walks you through what they mean for markets.

The Hidden Benefit Of The Green Energy Transition

On top of all its other perks, this tech is deflationary. Goldman takes a look at how that might impact Europe and the US and finds the industries’ stocks to watch.

US Stocks Usually Rise When The Fed Stops Hiking. This Time Could Be Different.

One important variable may determine whether stocks will continue to go up – or not.

Gold Shouldn’t Really Be This Strong

But it is, and here’s why you may want to own some.

Coming Soon: Interest Rate Cuts, Rather Than Hikes

That’s the expectation across much of the world. Here’s why.

Currency Traders Have A New Favorite Play

Yen-based “carry” trades used to be all the rage, but a new move is taking their spot. Reda’s got all you need to know.

Seven Investing Pitfalls To Avoid

It’s all too easy to get tripped up in your investing journey. So Theodora’s gathered a list of seven portfolio perils to watch for.

The One Major Risk To Nvidia’s Stock Success

Nvidia has been on a roll, leading the market and making it look effortless. But the biggest producer of AI chips might have a major problem hiding in plain sight.

Why Oil Prices Matter, Far More Than You Realize

The $100-per-barrel mark is not far off and, as Stéphane explains, what happens next could have some heavy implications for your wallet, your portfolio, and the economy.

The Fed Message Is Clear: Expect Rates To Be Higher For Longer

The central bank chose not to hike rates on Wednesday, but there’s plenty to prepare for before the year’s out.

Here Are The Most (And Least) Likely Paths For The Global Economy

Investing giant abrdn lays out the scenarios, from the most probable to the total wild cards. And Paul walks you through what they mean for markets.

The Hidden Benefit Of The Green Energy Transition

On top of all its other perks, this tech is deflationary. Goldman takes a look at how that might impact Europe and the US and finds the industries’ stocks to watch.

US Stocks Usually Rise When The Fed Stops Hiking. This Time Could Be Different.

One important variable may determine whether stocks will continue to go up – or not.

Gold Shouldn’t Really Be This Strong

But it is, and here’s why you may want to own some.

Coming Soon: Interest Rate Cuts, Rather Than Hikes

That’s the expectation across much of the world. Here’s why.

Currency Traders Have A New Favorite Play

Yen-based “carry” trades used to be all the rage, but a new move is taking their spot. Reda’s got all you need to know.

Seven Investing Pitfalls To Avoid

It’s all too easy to get tripped up in your investing journey. So Theodora’s gathered a list of seven portfolio perils to watch for.

The One Major Risk To Nvidia’s Stock Success

Nvidia has been on a roll, leading the market and making it look effortless. But the biggest producer of AI chips might have a major problem hiding in plain sight.

Why Oil Prices Matter, Far More Than You Realize

The $100-per-barrel mark is not far off and, as Stéphane explains, what happens next could have some heavy implications for your wallet, your portfolio, and the economy.

The Fed Message Is Clear: Expect Rates To Be Higher For Longer

The central bank chose not to hike rates on Wednesday, but there’s plenty to prepare for before the year’s out.

Here Are The Most (And Least) Likely Paths For The Global Economy

Investing giant abrdn lays out the scenarios, from the most probable to the total wild cards. And Paul walks you through what they mean for markets.

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