Author Archives: admin

Direct equity market musings: Back to the future

We look at five key characteristics that have allowed businesses to achieve incredible success in the past – and will allow them to thrive for years to come. To listen to this article as an AI-generated podcast, click below. This recording was created in minutes using NotebookLM, an AI-assistant powered by Google’s Gemini 1.5 Pro […]

Energy transition under Trump 2.0: misconceptions vs. realities

Fears about the adverse impact the Trump administration will have on the renewable energy sector in the US may be overstated. Key takeaways When assessing the impact that Donald Trump’s second term in office could have on the renewable energy sector, there are several key points, along with a few caveats, to bear in mind. […]

DeepSeek disruption highlights need for resilient portfolios

While the impact of DeepSeek’s innovative approach to AI is yet to be fully understood, highly concentrated markets had become vulnerable to a pullback. Stock markets suffered a sell-off on Monday 27 January as China’s DeepSeek claimed new advances in the field of artificial intelligence. DeepSeek says it has trained a generative AI chatbot at […]

Investment Strategy of Asset Allocation

Asset Allocation Defined: Achieving a desired risk and return configuration by investing funds across different types of asset categories. 1. The Goal of Asset Allocation: To reduce uncertainty (minimize volatility risk) at the expense of a small portion of returns. Alternatively, it can be said: To enhance returns without increasing risk. What does it mean […]

U.S. Stock Market, Three Major Indices, and Well-Known Brokers

What are the trading markets for U.S. stocks? U.S. stocks are traded on multiple exchanges, with the two most important being the New York Stock Exchange (NYSE) and the NASDAQ. In addition to these two major exchanges, there are other secondary exchanges and over-the-counter (OTC) systems where investors can trade U.S. stocks. Here are some […]

The two key risks facing investors

More resilient portfolios are needed to tackle the challenges of rising bond yields and market concentration. In the middle of 2024, my mantra was “don’t overthink it”: positive nominal growth and interest rate cuts were supportive of equity markets, even against the backdrop of stretched valuations in the US.  Moving into 2025, I maintain that […]