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Is a re-opened China a danger or an opportunity?

Tim Richardson CFA, Investment Specialist Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges...

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Can Contact Lenses for Kids Solve the World’s Vision Problem?

The screens we can’t seem to live without are contributing to alarming rates of myopia, or nearsightedness, around the world....

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How a Canadian Dollar Store Became One of the World’s Most Profitable Retailers

Retail chains aren’t known for particularly high profit margins, but Dollarama—where many items sell for just C$1—is the surprising exception....

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10 themes powering earnings growth as the global economy slows

Tim Richardson CFA, Investment Specialist The impact of the global economic slowdown on profitability will be highly stock specific. Earnings...

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What the slowing economy means for equity investors?

Tim Richardson CFA, Investment Specialist High interest rates and weak real earnings growth are pushing consumer spending down and slowing...

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The Last Great Malls on Earth

In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? The...

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How the US is onshoring production to avoid China weaponizing key imports

Tim Richardson CFA, Investment Specialist Big moves are underway to onshore production of the essential building blocks of the US...

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Can we save the planet and still keep the wheels turning?

Tim Richardson CFA, Investment Specialist Developed economies are striving to decarbonise transport. But China dominates the EV battery supply chain,...

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To the Bone: On the Front Lines of the Food Industry’s Automation Frontier

In labor-starved Japan, a secretive soup and seasoning supplier perfects the recipe for scaling the essence of great cuisine. Key...

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