Investment Insights

Discover why oil prices and energy stocks are surging in 2024 and how they may continue to soar.

Ethereum’s distinctive smart contract platform and proof-of-stake model set it apart from Bitcoin, offering a unique investment opportunity within the crypto universe.

Explore the complex relationship between U.S. consumer sentiment, inflation, and political partisanship in our latest analysis.

Discover the potential resurgence of REITs in today’s evolving market. Explore the impact of rate changes & the shift in real estate dynamics

Explore how quantum computing is poised to transform industries and elevate U.S. corporate competitiveness globally.

Explore how fixed-rate mortgages contribute to the resilience of the U.S. economy and their impact on investment strategies.

Discover the potential of European tech for outsize investment returns. Explore undervalued sectors poised for growth beyond the tech bubble concerns.

Explore the implications of slowing U.S. consumer credit growth and rising delinquency rates on the economy and investments in 2024.

Navigate the India vs China investment debate with our expert analysis. Balance momentum and valuation for emerging market success.

Discover investment strategies for the 2024 US presidential election. Navigate market volatility with insights on Trump vs. Biden and fiscal impacts.

Discover how small business sentiment is faring amid inflation and interest rate hikes, with insights from the latest NFIB survey.

Explore why Agency MBS offer an attractive yield and risk-adjusted opportunity in the fixed income market following 2023’s Q4 trends.

Uncover the December employment report’s implications for the labor market and Fed policy in our latest analysis.

Discover why Bitcoin’s remarkable performance makes it a compelling investment for 2024. Learn about the potential upside and why investors should consider adding it to their portfolios.

Discover why mid-cap companies might outperform large and small caps in 2024, offering promising growth and stability for your portfolio.

Uncover the factors driving 2023’s benign disinflation in the US and the potential implications for 2024, including a possible ‘soft landing’ for the economy.

Explore the impact of the U.S. Presidential elections on your investment strategy. Understand the historical trends of S&P 500 returns and how to optimize your portfolio.

Delve into the complex dynamics of the bond market, exploring the roles of government debt, yields, and the neutral rate, and discover why bonds are emerging as a reasonable investment alternative.

Uncover the intriguing relationship between higher government debt and lower yields in the bond market, challenging mainstream theories and offering fresh insights for future investment strategies.

Explore LEO Wealth’s analysis of the Japanese yen’s potential reversal of fortunes, amidst a challenging year, promising catalysts, and potential investment opportunities.

Explore our analysis of the U.S. shale oil industry – the key player in U.S. oil production, as it navigates the challenges of supply shortfalls and rising crude prices.

Discover the potential opportunities in the current bond market upheaval, and why now might be a prime time for strategic investments in fixed income.

Explore an in-depth analysis of the September U.S. jobs report and its implications for investors and the economy. Learn why the headline numbers may not tell the full story.

Explore how labor unions are regaining strength in the post-pandemic world, influencing the global economy, and driving a shift towards automation.

Explore our in-depth analysis of U.S. consumer spending trends and credit conditions, and their impact on the U.S. economy heading into 2024. Learn how changes in these areas will shape the economic landscape.

Uncover how Japan’s spiking inflation and strengthening sectors are pushing the Bank of Japan to consider an end to negative interest rates.

Explore the key drivers behind the booming cybersecurity market and why it’s an appealing long-term investment in our digital age.

Discover the factors driving the volatility in 2023’s energy markets and gain insights into future trends and potential investment strategies.

Explore the potential shift in global market dominance as emerging markets, contributing significantly to global GDP, may soon outpace developed markets.

Explore the impact of surging long-term Treasury yields on the investment landscape and implications for asset allocation and the economy.

More than 50% of S&P500 companies have already reported in the U.S. Q2 earning season. 80% of the firms registered a positive EPS surprise. The question for most investors now, is whether the earnings growth results will keep driving positive global equity market dynamics for the 2nd half of the year.

The ongoing fall in inflation coupled with tight, but weakening, labor markets are likely to lead to range bound credit yields in the near term. While this is also likely to push out rate cuts to 2H 2024, locking in yields, extending duration and selectivity on credit quality are key.

Over the last 5 days in July, foreign investors added net ~49bn yuan worth of mainland stocks via trading links with Hong Kong. After lagging global peers over the past 12 months, is the tide finally turning for Chinese equities? We think so and continue to remain cautiously optimistic.

The SPR was established in the 1970s after the Arab oil embargo resulted in a global energy supply shock and a gasoline shortage in the US, leading to long delays at the pump.

Recent headwinds to oil are likely to become tailwinds.

The recent inflation declines have given the Fed space to pause, allowing the central bank to monitor the effects of its previous consecutive hikes.

The rally in U.S. equities this year has been dominated by mega-cap technology due to Q1 earnings and AI expectations. How much more can technology stocks rally?

Is Japan situated for near-term equity growth, and is the future of cryptocurrencies brighter than many in traditional finance realize?

Is cash is a safer choice than bonds? And stocks and municipal bonds struggle throughout May.

The Fed may be risking a policy error by overfocusing on lagging indicators and the case for investing in rare earths.

Why the debt ceiling doesn’t matter and how productivity and efficiency increases are at the core of why AI matters to businesses and economy.

Data from the past 50 years show two distinct regimes, pre-’89 and post-’89, with different results for investors. Falling inflation and stable labor market data may seem positive, but it could actually indicate a looming recession.

Insights on the current state of the small business sector and the impact that high interest rates, aftershocks of the banking crisis and a Covid work force exodus have had on the economy.

Treasury market is sensing a Fed policy pause on the horizon and big tech is still quality despite risks.

Miles Savitz, Junior Associate ChatGPT, along with a few other innovative AI technologies, has enthralled the world with its sophistication, and it appears we may be entering a new age of AI…

After last year’s -16% rout in global bonds, the start of 2023 saw corporate bond spreads tighten and yields fell, driven by the Fed’s openness to pause rates.

Gold warrants exposure in one’s overall asset allocation and cryptocurrencies may well outperform substantially in 2023. 

Last week the United States hit its $31.4 trillion debt limit, forcing the Treasury to begin implementing extraordinary measures to avoid a default on US debt.

The re-opening of China will be a driving positive force in growth.

The October CPI report has come and gone, cementing a feel-good quarter for markets. Headline CPI was 0.1% and core CPI was 0.2%.