Stratégie d’actions internationales
à petite capitalisation Global Alpha

We discuss why Australia could better weather a recession.

In this week’s commentary we are profiling Dentium (145720 KS), a Korean dental implant manufacturer, and one of the top holdings of our Emerging Markets strategy.

In this week’s commentary, we discuss an important item we look at before investing in any company: the strength of the balance sheet.

Recently, it seems everyone is travelling again with travel activities dramatically increasing in most regions. In this week’s commentary we profile our holding Samsonite, the world’s largest travel luggage compan [...]

We share some thoughts regarding the European economic landscape and fundamentals behind companies having reported their half year financial results.

In this week’s commentary we discuss how the alchemy of art and science that goes into gardening is similar to Global Alpha’s investment philosophy.

We discuss Germany’s reduced gas supplies and its impact on our Germany holdings. The Emergency Plan for Gas for the Federal Republic of Germany was published in September 2019.

We discuss the fears of a potential recession as investor behavior has shifted from ‘buy the dip’ during the pandemic to ‘sell the rally’.

We discuss the how travel-exposed names will benefit from the summer vacation tailwinds. As the first official day of the summer approaches, it finally feels like the world is getting back to normal.

We discuss the exaggeration of the end of the brick and mortar economy and why the digital takeover did not quite live up to its promise.

We discuss the growth opportunities in the Philippines, an undiscovered country with plenty of potential to unlock value.

We discuss the recent falling out of favor of the video game industry among investors. After growing at 9% compound annual growth rate (CAGR) for the last decade, there is still much to get excited about regarding the [...]

We discuss the implications of supply chain disruptions and abrupt changes in market conditions, and the impact it could have on our portfolios.

We discuss factors contributing to what some experts in the U.S. are calling the tightest labour market in 70 years.

We discuss low inflation in Japan. When most countries are wrestling with rising inflation, Japan is the outlier.