Reviews & outlooks

In the latest Global Market Outlook, Vescore’s specialist team explains what the models are signaling while market participants are concerned about inflation and monetary policy.

The economy, reborn to be wild, is currently heading down the highway in a haze thanks to stimulating stuff from central banks and governments. It may enjoy the high some more, but peak growth is near and return assumptions will have to come down.

In its latest Global Market Outlook, the Vescore specialist team explains the signals from its models in an environment that confronts market participants with optimism and inflation worries.

Scientists are currently celebrating the filtering out of oxygen from the Martian atmosphere. But isn’t Mars really sending us the message to deal with our own climate? The earthlings seem to understand. Despite their usual squabbles, they agree that something needs to be done about this issue.

Portfolio Manager Brian Bandsma discusses semiconductors, regulation of tech companies in China, and India’s road to recovery.

CIO Matthew Benkendorf discusses challenges in the regulatory and business operating environment, specifically in the tech industry.

Portfolio Manager David Souccar discusses valuations, how to protect against inflation, and areas of the market where investors should tread carefully.

Portfolio manager Ramiz Chalet explores companies with pricing power that can manage well in an inflationary environment

Portfolio Manager Donny Kranson discusses opportunities and risks post-Covid, the importance of pricing power, and why ESG matters.