ANALYSIS: SaaS has been particularly hard hit by the phenomenon now known as ‘vibe coding’.
ANALYSIS: Why 2022 could be the year of buying selectively.
ANALYSIS: Markets have started to see a wash-out of some of the excesses in valuations.
ANALYSIS: A constructive view for markets this year.
ANALYSIS: Slow and steady does it.
ANALYSIS: How does the flood of capital affect the EV companies themselves?
ANALYSIS: What ‘Active Share’ is and why it matters.
ANALYSIS: Many of the current inflationary forces are unlikely to reverse quickly.
ANALYSIS: But bonds will struggle to beat inflation for some time to come.
ANALYSIS: Implications of inflation for the investment landscape.