We dig into the potential scope of the Starlink market, SpaceX’s impact on the industrial gas investment space, and our perspective on xAI and orbital computing. WRITTEN BY: Nicolas Owens | Equity Analyst, Aerospace & Defense, Suryansh Sharma | Director of Equity...
With Gold falling by nearly 5% on Thursday (9pm) to around $4 600 an ounce, the below article by Amy Arnott at Morningstar highlights how investors should proceed with caution. The yellow metal has been on a continued tear, but prudence may be warranted. Gold has been...
Are women really better investors than men? Paul Nixon, head of behavioural finance at Momentum Investments Group, looks at the question of whether women are better investors than men, through a behavioural finance lens. The renowned behavioural finance research duo,...
Market and Economic Summary Global markets bounced back strongly in January, starting 2023 on the front foot. Inflation continued its downward trend and market participants now expect global central banks to continue slowing the pace of interest rate hikes, which...
It’s so bearish out there, it makes me bullish By Debra Slabber, Portfolio Specialist, Morningstar Investment Management South Africa “The most common cause of low prices is pessimism—sometimes pervasive, sometimes specific to a company or industry. We want to...
