Boring banks outperform the Magnificent 7
March 6, 2025 | Global Alpha Capital Management
The US tech titans of the Magnificent 7 have long held the spotlight. Meanwhile, in the wings, “boring” European banks have been quietly outperforming.
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This is the whey
February 27, 2025 | Global Alpha Capital Management
A dairy company pivots to making whey protein as there’s growth opportunity in the sports nutrition market.
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Brewing success in the coffee market
February 20, 2025 | Global Alpha Capital Management
Coffee innovation and consumer trends are brewing market growth.
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Enter the ascending dragon
February 12, 2025 | Global Alpha Capital Management
On the verge of being upgraded to an emerging market, Vietnam is poised to become ASEAN’s newest growth engine.
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Why travel offers resiliency amid a tough consumer spending outlook
February 6, 2025 | Global Alpha Capital Management
Consumers may have less disposable income, but that’s not stopping them from choosing to spend on travel.
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Brazil’s growth, challenges and opportunities
January 30, 2025 | Global Alpha Capital Management
A look at Brazil’s economic performance and inflation dynamics, and an exploration of potential opportunities for 2025.
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Entrepreneurship: Silicon Valley vs. Stockholm
January 23, 2025 | Global Alpha Capital Management
Sweden’s vibrant venture capital market drives its economy by encouraging innovations from entrepreneurs.
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Five ESG trends for the new year
January 16, 2025 | Global Alpha Capital Management
Stepping into 2025, the investment landscape is set for transformative shifts. We’ve highlighted five key ESG trends that we feel are going to shape the year ahead.
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2024 wrap up and 2025 outlook: The year in charts
December 19, 2024 | Global Alpha Capital Management
As the year draws to a close, we take a look back at what’s happened in the small cap space, and what opportunities to watch for in 2025.
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Global tariff opportunities
December 12, 2024 | Global Alpha Capital Management
Tariffs, trading and the global economy: what the lifting of sanctions means for Australia.
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K-series part 1: Shipbuilding in LNG carriers and dual-fuel vessels
December 5, 2024 | Global Alpha Capital Management
K-shipbuilding is a theme gaining traction amongst local asset managers.
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Unlocking value in Japan
November 28, 2024 | Global Alpha Capital Management
Increasing shareholder activism is changing Japan’s approach to corporate governance and unlocking value.
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Investing through the long run: Insights from endurance running
November 21, 2024 | Global Alpha Capital Management
What can endurance running teach us about successful investing?
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The ripple effect of US tariffs on global economies
November 14, 2024 | Global Alpha Capital Management
Unveiling the hidden costs of trade policy.
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It’s time to make small cap great again
November 7, 2024 | Global Alpha Capital Management
Is now the chance for small caps to shine?
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