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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 long-term prospects of the video game industry.

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.

We discuss the impact higher input prices are having on household sentiment, consumer behavior, and the service economy.

In this week’s commentary, we discuss the old school industries giving the term FANG a new meaning. In 2013, the investment world was introduced to the term FANG by CNBC’s Mad Money host. Of course, we all know the tech giants represented by this acronym: Facebook, Amazon, Netflix, and Google.

In this week’s commentary we predict that a 2% inflation goal in the U.S. is not achievable for many years to come.

Mobility is essential to our daily life and economic growth, yet moving people or goods from place to place has a great impact on the environment. In this week’s commentary we discuss the road to sustainable mobility.

In honour of World Water Day which took place on March 22, we discuss water scarcity and two companies we have exposure to in the water management sector.

In this week’s commentary, we discuss the rise of digital banking in emerging markets and how our holding Banco Regional is looking to leverage opportunities in this space.

Over the past year, the Chinese economy has undergone changes aimed at stabilizing the long-term sustainability of its economy.