GTIP

Weekly Report: what happened at GTIP last week (0715-0719)?

Weekly Report: what happened at GTIP last week (0708-0712)?

Weekly Report: what happened at GTIP last week (0701-0705)?

St. James Investment Company Value Investor's Second Quarter 2024 Letter

St. James Investment Company Value Investor's Second Quarter 2024 Letter. The world's economic order is rapidly changing from a deflationary to an inflationary one. Britain viewed Germany as the main threat to its empire in the early 1900s. Germany's coal production surpassed Britain's in 1914. Germany dominated the world steel market.

Alpinum Investment Management AG Q3 2024 Investment Letter

The global economy is proving resilient, especially for the US, China and emerging markets. The risk of a global recession has diminished, with emerging markets outperforming advanced economies. Equity markets hit new highs in Q2 2024, bolstered by strong economic fundamentals and growing investor confidence. The US economy maintained its robust momentum amid the most aggressive rate hike cycle in decades. Geopolitical tensions are increasing global risks.

Weekly Report: what happened at GTIP last week (0624-0628)?

The Soft Landing Lives, For Now

Mid-Year Outlook: Sailing Through Uncharted Waters

Home Investing Strategy Fixed Income Analysis Mid-Year Outlook: Sailing Through Uncharted Waters Brandywine Global Investment Management. Inflation may be sailing toward trend, but uncertainties remain on the horizon. U.S. Elections, potential trade policies, and global market volatility are key factors to watch in the second half of 2024. The macroeconomic backdrop is favorable for G10 bond markets, with slower nominal GDP growth.