by Brandesign | Oct 4, 2023 | News
Value investing is a time-tested investment approach that focuses on buying shares that are priced below their intrinsic value. “Our view is that this strategy is right for pretty much any market conditions, but particularly during periods of heightened stock market...
by Brandesign | Sep 6, 2023 | News
Too soon to declare a Fed triumph Two-thirds of the way into 2023 the US Federal Reserve (“Fed”) has made marked progress in quelling the overheating US economy. Core CPI excluding shelter and used cars has fallen from a high of 7.1% in mid-2022 to just 0.6% now – see...
by Brandesign | Aug 4, 2023 | News
Market Synopsis – July 2023 The overvaluation of US equity markets The US equity market accounts for over 60% of global equity markets by capitalisation and has proven to be an important driver of global markets over the past decade. In June’s Market Synopsis, we...