Is the S&P 500 too concentrated?

March 21, 2024 Shareshare Led by the Magnificent Seven stocks that have captured investor attention [...]

Can the Nikkei’s record rally in Japanese stocks continue?

March 27, 2024 Shareshare After topping bubble-era highs, Goldman Sachs Research says Japanese stocks are [...]

How to diversify as global stock markets grow more concentrated

March 28, 2024 Shareshare Stock market concentration has increased dramatically in recent years at the market, [...]

The US labor market is automating and becoming more flexible

April 25, 2024 Shareshare The US labor market is being shaped by three intersecting trends: [...]

Powering Up Europe: AI Datacenters and Electrification to Drive +c.40%-50% Growth in Electricity Consumption

April 29, 2024 Shareshare Since 2008, European electricity consumption has cumulatively declined by c.10%. However, [...]

Music in the Air: Focus on monetisation, emerging markets and AI; updating global music industry forecasts

May 3, 2024 Shareshare According to Goldman Sachs Research, 2023 was a turning point for [...]

Why are EV sales slowing?

May 21, 2024 Shareshare Sales momentum for electric vehicles (EVs) is slowing globally, and hybrids [...]

The Japanese yen will likely remain weak for months to come

May 22, 2024 Shareshare The Japanese yen has been steadily depreciating since the beginning of [...]

Why the US dollar is likely to stay ‘stronger for longer’

June 6, 2024 Shareshare Even after the US dollar’s rally this year against all of [...]

Hedges, privates and tax alpha: How investors are navigating record-high markets

June 7, 2024 Shareshare play_circle Download Video Transcriptdownload What could be ahead for markets, and [...]