Semiconductors: What are they and why do they matter?
Tech stocks remain the major drivers behind the multiple record highs achieved on the S&P 500 (VOO-NASQ) and Nasdaq 100 in 2024. Artificial intelligence (AI) as a strong thematic investment trend that still has lots of room to run, but the story behind the tech market rise is more nuanced, with semiconductor stocks the true […]
US Market Update : 26 September 2024
US supply chain strain on the horizon? Businesses are bracing for a strike at three dozen US ports that could upend supply chains and raise prices just weeks before election day, posing a threat to cooling inflation. The Financial Times reports that the International Longshoremen’s Association says its 25,000 members will walk off the job […]
Trading Update : 25 September 2024
You get a cut, you get a cut, everyone gets a cut! The interest rate cutting cycle is well and truly underway as the US Fed slashed rates by a chunky 50bps while the SARB took a more conservative approach with a 25bp cut. More money in consumer pockets means more spending and a bump […]
Trading Update : 19 September 2024
Global Updates Microsoft announces massive share buyback Microsoft (MSFT-NASQ) stock climbed after the company announced a massive $60 billion share buyback, matching its largest-ever repurchase authorisation, and hiked its quarterly dividend. The software firm announced a quarterly dividend of $0.83 per share, which is a 10% increase on the previous quarter. The dividend is payable […]
Explaining market and asset correlations and their impact on investments
Despite the geographical distance between countries, global markets are more interconnected than ever before, which is creating closer correlations between global financial markets, economies, sectors and companies. Read more here.
