Renewable energy has been an investment theme for a few decades already. However, it has taken a long time for the industry to really gain momentum. But clean, sustainable energy is now finally gaining political support and momentum around the world. In this post we take a look at the…Read More
Asset Management
Semiconductor chips act as both the “brains” and the infrastructure of the information economy. Most of the growth industries of today rely on processors, memory chips and integrated circuits. Without these components, there would be no cloud computing revolution, no artificial intelligence, and no software industry. In this article we…Read More
Exchange traded funds are generally associated with passive investing. But there are now nearly 500 actively managed ETFs, and some have performed exceptionally well recently. This post examines the differences between active and passive ETFs, and whether the universe of actively managed ETFs is likely to expand further. Active vs….Read More
Most people with at least some exposure to the stock market have heard of paper trading. Whether you are a trader or an investor, there are several advantages to trading with virtual money or a stock market simulator. Furthermore, paper stock trading can be beneficial to beginners and advanced traders…Read More
Over the last six months the cyclical sectors have come to life. Some well-known cyclical stocks have broken 20-year resistance levels, while others are emerging from decade long trading ranges. In this post we highlight the types of stocks that are most sensitive to economic cycles and how you can…Read More
Investors all face a trade-off between risk and return. Investors are rewarded with returns for taking on risk – but that risk must be managed. For any portfolio, the appropriate level of risk must first be determined. And then the portfolio risk needs to be calculated to make sure it…Read More
The debate over the relative merits of fundamental and technical analysis is a contentious one. Investors and traders alike often miss out when they pick one over the other. In fact, both can be combined effectively. In this post we explain the differences and highlight the strengths and weaknesses of…Read More
As we mentioned in the post on portfolio risk, any investment portfolio is vulnerable to a range of different risks. No one knows for sure if, or when, there may be a market crash coming, but we can reduce risk with portfolio hedging and diversification. Whether you are picking individual…Read More
Marijuana stocks took off in 2018 – but crashed just as quickly a year later. Another rally began last year when it began to look likely that the Democrats would win the White House and both houses of Congress. So, is this another bubble, or is there room for further…Read More
Healthcare stocks have performed well over the last decade – but the next decade may belong more specifically to healthcare technology stocks. These are the companies attempting to disrupt the entire healthcare industry using technology in various ways. In this post we explore the types of companies revolutionizing the way…Read More