Insights
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Why Markets Obsess Over Macro — And What We’re Missing
Why Markets Obsess Over Macro — And What We’re Missing Modern market narratives revolve around geopolitics, central banks, inflation, QT/QE, and fiscal policy, while company fundamentals attract far less attention. This shift stems from the rise of passive investing, benchmark-driven mandates, regulatory pressure, and…
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Why Digital Investing Outperforms Gut Feeling
Why Digital Investing Outperforms Gut Feeling From Instinct to Intelligence: Why Digital Investing Outperforms Gut Feeling The investment industry is undergoing a fundamental transformation — from intuition-led portfolio management to data-driven, rule-based investing. Traditional approaches, built on experience and gut…
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Neox dividend leader
Looking for resilient income in uncertain markets? Our Dividend Leaders certificate offers a smart solution for investors seeking a balance between income and stability – by focusing on companies that consistently deliver strong financial performance and sustainable dividend payouts. The…
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The Magnificent Seven: Their Impact on the S&P 500 and What Lies Ahead
The Magnificent Seven—comprising Apple, Microsoft, Amazon, Alphabet, Nvidia, Meta, and Tesla—have been the driving force behind the S&P 500’s performance in recent years. Their dominance has reshaped market dynamics, fueled by technological innovation, economic resilience, and investor enthusiasm for growth-oriented…
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Possible equity market implications of Trump tariffs
Possible equity market implications of Trump tariffs On February 1, 2025, President Donald Trump announced significant tariffs on imports from Canada, Mexico, and China, marking a substantial shift in U.S. trade policy. The tariffs include a 25% levy on Canadian…
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Björn Thelander has joined our team as Chairman
Bjorn Thelander The former Chief Investment Officer (CIO) of James Dyson’s family office, Weybourne, has joined Neox Capital, a quantitative equity portfolio provider. He is presently an advisor to the Neox board. Thelander, who had been one of London’s top…
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Rate Cuts and Resilience: US and European Equity Markets in Q3 2024
Q3 2024 presented a mixed but eventful quarter for both European and U.S. equity markets, with significant monetary policy interventions and sector-specific performance patterns. In both regions, interest rate cuts were the key drivers of market activity, as central banks…
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Review of the Fourth Quarter 2023 : Turnaround for Investors Review of the Fourth Quarter 2023 : Turnaround for Investors
The fourth quarter of 2023 marked a turning point for global markets, with investor sentiment shifting from cautious to optimistic. This was driven by a combination of factors including positive economic data, strong …. Pdf version of the article. Click here!…
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Market Reawakening: November Market Summary
Market sentiment shifted in November as investors anticipated interest rate cuts in 2024. Growth stocks, which are more sensitive to interest rates led the market rebound. Inflation data came in lower than expected, further …. Pdf version of the article. Click…
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Corporate Earnings Recession Nearing its End
After three consecutive quarters of decline, corporate earnings are poised for a rebound, projecting modest growth in Q3 and a stronger expansion in Q4. This recovery trend is expected to continue into 2024, with calendar-year earnings growth projected to reach….…
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Rebounding from Recession
A short historical view of markets’ path out of recession. In this article we are taking a brief look at recessions and recoveries over time. Throughout history, the stock market has demonstrated an incredible ability to recover from periods of…
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Inflation Rebound – Follow up
Inflation Rebound – Follow up Inflation data reaching 40-year highs has been front and center in the financial markets during the spring, making headlines almost daily. Being a crucial component in all fixed income valuations and thereby an important factor…
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Share Buybacks
Share buyback programs, where companies repurchase some of their own stocks can be seen as a complement to dividends. In some justifications it can be more tax efficient than dividends. We put buybacks in historical perspective and discuss some articles…
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Speculation is mostly short term
Why Markets Obsess Over Macro — And What We’re Missing Modern market narratives revolve around geopolitics, central banks, inflation, QT/QE, and fiscal policy, while company fundamentals attract far less attention. This shift stems from the rise of passive investing, benchmark-driven mandates, regulatory pressure, and…
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Market Comment
Market shock events have historically not affected the stock markets as severe as one might think. Drawdowns are lesser than expected and recovery is rather swift. Even the Pearl Harbor attack in 1941, an enormous shock during an ongoing world…
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Vad är det som fäller marknaden?
”Kombination av högre inflation och räntor som sedan spillt över på teknikbolagen, då man tror att de högbelånade teknikbolagen kommer att gå sämre. Återigen är det kvalitet som man måste söka. https://www.avanza.se/placera/redaktionellt/2022/01/24/kommer-att-vanda-upp-extremt-snabbt.html
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Inflation Rebound
Inflation Rebound Last time inflation was as high on the agenda as it is today was probably in the early days of the QE experiment. Back then, quite a few investors and economist rang the alarm bells about the potential…