Electric Vehicles and Market Penetration: Investment Implications
In this week’s commentary, we opted to discuss electric vehicles (EVs). We are of the opinion that EVs present good opportunities for investment consideration. Such investments could look into at least two segments, namely the manufacturers and the materials that are...Weekly Market Update
Market Action Global equities extended their gains this week and the Dow breached 23,000. Over the last week U.S. fund investors rushed into American and emerging market equities: Stock mutual funds and ETFs overall attracted $5.4B in the week ended Oct. 18, while...Financial Stability and Business Cycle: Cicero on Risk Migration, Exogenous Shocks, and the Twin Engines
Resilient and liquid financial markets are essential to keeping the global economy going. A decade ago payments systems and capital markets seized up almost everywhere and a year later the world was facing a financial and economic abyss. The magnification of credit...Weekly Market Update
Market Action The MSCI World benchmark of large and mid-cap stocks reached a new all-time high on Wednesday amid gains in most Asian and European markets. Japan’s Nikkei advanced to its highest level since 1996, and European shares reached four-month highs this week....Growth Forecasts and Policy Uncertainty: Implications for Portfolio Adjustments
A few days ago the IMF published its annual forecasts for developed and emerging economies. Five things are worth pointing out: First, when we review forecasts made for previous years it becomes obvious that the IMF is overestimating growth potential. Second,...Sign Up for Our Publications
