Redefining your investment experience
May 8, 2025 | Global Alpha Capital Management
Navigating Trump’s tariffs in Latin America has been a complex challenge for global trade. What strategies have the presidents of Mexico and Brazil employed to mitigate the impact of these tariffs and maintain strong trading relationships with the United States?
May 1, 2025 | Global Alpha Capital Management
The collection and aggregation of robust data, along with innovative technology solutions, are transforming sports betting and the way that sports leagues use data insights.
May 1, 2025 | NS Partners
“Treasury QE” has supported US broad money growth but a lifting of the debt ceiling promises a reckoning.
April 30, 2025 | NS Partners
Eurozone March money numbers suggest that further ECB policy easing will be required to insulate the economy from global weakness.
April 24, 2025 | Global Alpha Capital Management
Despite US challenges and slowdowns, the global shift towards clean energy continues to accelerate, with countries like China leading the way.
April 24, 2025 | Vergent Asset Management
In our 1st quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.
April 24, 2025 | Vergent Asset Management
In our 1st quarter investor letter, we discuss our views on frontier emerging markets and the main return drivers for the strategy over the period.
April 24, 2025 | NS Partners
A rise in money growth, if sustained, could offset US tariff damage.
April 22, 2025 | NS Partners
This month’s commentary considers how America-First trade policy has exposed US money and credit imbalances, and how this may signal the beginning of a new regime in global financial markets.
April 17, 2025 | NS Partners
Current events are reminiscent of the same stage of the last 54-year Kondratyev cycle.
April 16, 2025 | Global Alpha Capital Management
Adaptation to climate change is increasingly becoming an investable trend as companies help communities, infrastructure and ecosystems adapt to physical climate risks.
April 15, 2025 | NS Partners
Monetary trends suggest that China’s economy is better placed to withstand tariff damage than Japan’s.
April 10, 2025 | Global Alpha Capital Management
While the latest tariffs are reshaping the global economy, humanoid robots are poised to play a pivotal role in the logistics sector.
April 2, 2025 | NS Partners
A promising recovery in global money growth may be insufficient to offset lagged effects of prior tightness and the US trade policy shock.
March 27, 2025 | Global Alpha Capital Management
Insights into the country’s evolving economic landscape, infrastructure investments and resilient sectors like healthcare.
