The Weekly Brief

Dominion Research
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Weekly investment insights on financial markets from the research team at Dominion Asset Management.

  1. 12/06/2023

    Old King Coal Isn’t Dead Yet

    Misguided energy policy raises the probability of short-term energy shortages.  Any unforeseen event or interruption of supply can create shortages that are much worse because of the lack of flexibility in the global supply chain for energy to meet the unanticipated demands of the crisis in question.

    6 min

  2. 05/06/2023

    Who Wins the Electric Car Race… We Don’t Care!

    We as investors are faced with seismic changes in markets and the industries we invest in via bond and equity markets. New technologies, demographic changes, climate change, these and many other sources of change often result in the old order changing, sometimes very rapidly.

    7 min

  3. 29/05/2023

    Early Cycles Turning?  (Part 2)

    This week we want to introduce another sector we think is exhibiting the characteristics of being at or close to cycle lows.

    7 min

  4. 22/05/2023

    Early Cycles Turning?

    Understanding business cycles is critical to successful investing in many sectors of the economy.  In the coming weeks, we’ll be giving examples of sectors where we see cyclical highs or lows, where investors should be considering reducing or increasing exposure.

    6 min

  5. 15/05/2023

    Valuations, Valuations, Valuations (Vamos!)

    The current situation facing investors is highly uncertain and very challenging. The question many of our investors, partners, and clients have been asking recently is:  what’s going to happen and how do we invest?

    8 min

  6. 08/05/2023

    Growth vs. Value Investing:  Have Your Cake and Eat It

    We believe that growth and value strategies are not, necessarily, mutually exclusive.  It is possible for a stock to exhibit the characteristics of both!

    5 min

  7. 01/05/2023

    Talk Of American Decline is Dangerous for Your Investment Returns

    An increasingly common view is that the United States is in decline relative to China, the dollar is under threat and as such, US assets may not provide strong returns in future.  We analyse this narrative and give our view. Hint: we are bullish America.

    11 min

  8. 24/04/2023

    Managing a Portfolio Like Pep Guardiola

    Managing an investment portfolio is a very complicated and challenging task to perform!  We see many similarities between constructing a successful portfolio to the way a successful football manager, like Pep Guardiola at Manchester City, manages a successful Premier League winning team.

    7 min
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About

Weekly investment insights on financial markets from the research team at Dominion Asset Management.

Information

  • Creator
    Dominion Research
  • Years Active
    2022 - 2023
  • Episodes
    50
  • Rating
    Clean
  • Copyright
    © Dominion Research
  • Show Website
    The Weekly Brief