Dowgate’s Small-Cap Focus: Belluscura
SUPPLEMENTAL OXYGEN – NOT JUST HOT AIR! According to the World Health Organisation, the Omicron variant of Covid-19 is on track to infect more than half of Europeans. In the…
- Covid-19
- IPO
- Medical Innovation
- Stocks
- USA
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Q4 2021 Update
2021 2021 was a lacklustre year for growth and smaller companies compared to 2020, as credit spreads widened and inflationary pressures became more evident. 35% of the S&P’s return came…
- China
- Covid-19
- Energy
- Inflation
- Small-Cap
- Smaller Companies
- USA
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Q3 2021 Update
Q3 2021 saw equity markets broadly track sideways. The main features were supply constraints, growing fears of stagflation, loosening COVID restrictions, concerns regarding China, and continued substantial capital flows into…
- Commodities
- Covid-19
- Inflation
- Small-Cap
- Smaller Companies
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Q2 2021 Update
Inflation replaced Covid-19 as the markets’ main preoccupation in Q2 2021. The market over-reacted to short term inflationary fears and has, for now, settled on the “transitory” inflation narrative. However,…
- Covid-19
- Inflation
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Our Secular Growth Themes
The last twenty years looks troubled when viewed through the prism of financial markets. The period began with the bursting of the dot.com bubble followed by the 09/11 attacks; the…
- Artificial Intelligence and Machine Learning
- Covid-19
- Technical Innovation
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