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By Ilan Furman, CFA Israel, the country most known for its tech achievements, is in the midst of war against terror. Though the current situation is challenging we continue to witness the resilience, global integration and the long term potential of Israel’s tech ecosystem.    Current days – Israel’s tech ecosystem in the midst of the war  Since October 7 th , following a deadly attack by Hamas, Israel in general and of course, Israel’s tech sector are under stress. Currently many employees are drafted for reserves, and the country faces limited travel capability and geopolitical instability. However, amid all these challenges, the sector continues not only to pursue its business objectives but also supporting civil and humanitarian objectives.  Most of the activity is done on the civil front – some tech companies converted their offices to ...

In today’s social conscious world, investors are becoming increasingly focused on investing in companies that care about the environment and communities they serve. Investors want to know that the companies they invest on align with their personal values and comply with the growing regulatory requirements. Finding these opportunities can be extremely challenging. Many companies claim to embrace Environmental, Social, and Governance (ESG) frameworks, but not all deliver on this promise. For this reason, having a powerful, AI-driven tool to evaluate investments quickly and effectively from an ESG perspective is paramount.    At Bridgewise, we embrace and value the importance of ESG. We’ve made this our personal mission to deliver responsible, sustainable, and ethical solutions to our clients. For this reason, we are thrilled to announce that Bridgewise has been ...

By Ilan Furman, CFA Today we are reviewing high dividend stocks in Brazil. This is a lower risk alternative for equity investors. Involving dividend stocks in the portfolio has benefits as income steam generation, inflation hedge and lower volatility.    Brazil top down  Brazil’s equity market fell by 5% in the past month, though year to date performance is still positive at +16%. With inflation under control, there is potential for a meaningful easing cycle. This can lead to meaningful positive returns, both for equities and fixed income.  On August 2nd, Brazil’s central bank cut local rates (Selic) by 50 bps to 13.25%. Considering the expected inflation for the end of the year is 5%, Brazil still offers one of the highest real rates globally.  Several economists forecast Brazil’s interest rate can go down to 8% by the end of 2024. ...

The world of trading is rapidly evolving at an unprecedented pace. In the early days of online trading, traders faced numerous challenges. Limited access to real-time market data, lack of research resources, and cumbersome user interfaces were just a few of the hurdles. However, technology has stepped in to address these issues, leading to the emergence of modern, user-centric trading platforms.   New technologies, particularly in online stock trading, have encouraged a surge in trading popularity, offering investors the convenience and accessibility they crave. This has increased the rate at which retail investors have participated in markets across the globe. According to BNY Mellon Wealth Management, retail traders are responsible for approximately 25% of the total equities trading volume (up from 10% a decade prior).    Trading platforms that are looking to ...

T here is no doubt that the agriculture industry is a vital sector of the global economy, providing food, clothing, and other essential products for people around the world. The industry has evolved significantly in recent years, with advancements in technology, increasing global demand due to population growth and urbanization, and growing concerns about sustainability and environmental impact. However, on grounds, industry risks are obvious and come in different shapes and forms: weather-related events, fluctuations in commodity prices, and regulatory changes. On top of that, a lot of the farms are located in emerging markets, adding another layer of risk and uncertainties. With the high volatility on one hand and the huge potential of the industry on the other (coupled with the unbearable heat outside) we decided to take a closer look at agriculture equipment manufacturers ...

C rude oil has consistently held a pivotal role in the global economy due to its indispensable function as a primary energy source, powering various modes of transportation, heating systems in households, and supporting numerous industrial processes. The direct correlation between oil prices and the economy is evident, as the cost of goods and services rises alongside increasing oil prices, given its role as an essential input in various sectors. Analyzing the recent crude oil price movement, the average price of a barrel on June 26 was recorded at $69.37. Presently, on July 25, the average barrel price has exhibited an upward trend, reaching $78.79. This translates to a substantial 15.85% appreciation in value over the course of one month, equivalent to nearly half a percent increase daily. Consequently, oil companies have experienced heightened profitability, with an estimated ...

T he global alcohol industry is a vast and diverse market, with several key trends and players shaping its trajectory. The industry is primarily dominated by a few global multinational companies. Despite the challenging macroeconomic scenario, the sector offers interesting investment opportunities due to its strong brands, growth potential, and resilient demand for alcohol (what else can one do in such a challenging macro scenario). The Alcohol Market There are several factors contributing to the growth of the alcohol industry. These include the rise in disposable income in emerging markets, constant product innovation and brand extension opportunities, and a market ripe for consolidation and acquisitions. The market encompasses the sales of beer, wine, and spirits, as well as related products such as mixers and non-alcoholic beer and wine. According to a report by ...

In times of geopolitical shifts, Mexico has the potential to increase its share and position in global trade and manufacturing. This is due to the nearshoring trend seen in recent years. Nearshoring occurs when a company moves part or all of its production closer to its final consumer. The nearshoring trend gained momentum in recent years due to several factors including: Supply chain issues due to increased logistical complications and expenses driven by the pandemic Tariffs instated in 2018 from the United States on China. These led some companies to seek manufacturing and production alternatives to reduce costs USMCA agreement which increased incentives for regional trade and manufacturing Russia and Ukraine war creating further disruption to global supply chains of raw materials Looking at Mexico’s macro environment, the expected scenario is ...

Exciting times are upon us in the financial world, especially for millions of investors in Brazil. Today, we are thrilled to unveil a landmark partnership between Bridgewise and Status Invest by Suno, two titans in the investment arena. This collaboration is aimed at harnessing the power of artificial intelligence to provide unprecedented investment insights, setting a new standard in the market. About Status Invest by Suno Status Invest is not just any investment platform; it's Brazil's leading investment site, having garnered trust and credibility among a vast array of investors. Whether it's stock analysis, real estate funds, or direct treasury offerings, Status Invest has been the go-to platform for seasoned professionals and beginners alike, catering to their diverse needs with meticulous precision. The Future of Investing with Bridgewise's Technology The game-changer ...

Across the globe, hundreds of millions of people actively trade stocks, Forex, commodities, and cryptocurrencies through numerous different trading platforms. Investors range from seasoned traders to beginners who have little to no investing experience. These individuals are willing to take a risk and invest in the future of themselves and their families. Many emotions can be experienced throughout the trading process including excitement, fear, anxiety, doubt, confidence, hope, and panic. For this reason, it’s critical that trading platforms carefully craft a seamless, fun, stress-free, and useful interface to keep their users engaged and coming back over and over. Here are five ways trading platforms can boost their user engagement, satisfaction, and retention. 1. AI-Powered Fundamental Analysis for Confident Trading The bedrock of effective trading lies in robust ...

Introduction Our preference for copper as a commodity stems from its advantageous supply versus demand dynamics and its substantial exposure to industries characterized by enduring growth trends. Demand Copper has experienced a notable upsurge in demand in recent years, primarily driven by its pivotal role in facilitating the decarbonization of energy systems. This heightened demand is anticipated to persist in the foreseeable future. As the global community transitions toward renewable power sources, a substantial quantity of copper is indispensable for the efficient distribution of electricity. Furthermore, the implementation of clean energy policies in the United States and Europe is intensifying the already heightened demand.  To illustrate, Electric Vehicles necessitate 2.5 times more copper compared to internal combustion engine vehicles, while solar and ...

After three years of stringent COVID control measures, China has finally reopened. This was one of the key themes discussed last month at TradeTech Paris. Given the many governance issues with Chinese companies in recent years and the still somewhat complicated market access, one way to gain exposure to the theme is through global luxury brands. Luxury brands include high-end fashion houses such as Chanel, Gucci, Louis Vuitton, and Prada, as well as high-end watchmakers such as Rolex and Cartier, and high-end automobile manufacturers such as Ferrari and Lamborghini. The luxury brands industry has experienced significant growth in recent years, due in part to the growing number of affluent consumers around the world. The global luxury goods market is expected to reach a value of $445 billion by 2025. The luxury fashion segment accounts for the largest share of the luxury ...

This year, Deshe Analytics has been on a journey of growth and success. We have strived to be the go-to source for stock market analysis for all of our clients. Despite the volatility of the finance world, we have been able to grow steadily, and we owe it all to our amazing team, investors, and clients. Here, we take a look at the year of Deshe Analytics and how our vision to bridge the gap in investment knowledge is coming to life. Bringing investment knowledge together is our vision We aim to make sure that everyone, no matter where they are from or what language they speak, has access to the best analysis when it comes to stock market investments. Our AI technology has allowed our professional clients, such as banks and broker platforms worldwide, to provide the most accurate and up-to-date stock market data for their own clients. How was this vision born? Gaby ...

Women play a pivotal role in our global economy as they account for nearly  48% of the global workforce . Each year, March 8th commemorates the social, economic, cultural, and political achievements of women during International Women’s Day (also referred to as IWD). The goal of International Women’s Day is to promote and recognize the need to embrace gender equality and highlight the challenges that still exist. Investors carefully select the companies in their portfolio based on their profitability, potential growth, or the value they bring to society. While male CEOs greatly outnumber female CEOs ( less than 5%  of the largest global companies are run by women), there are several powerful companies that are run by women CEOs. Here are three of the best women-run companies to consider adding to your portfolio. 1. General Motors (GM) For decades, General Motors (often ...

It’s hard to imagine a world without being able to simply pick up the phone and call someone across the globe. Before the invention of the telephone, people had to rely on a third party to transmit messages via the postal service or telegraph lines. Now considered one of the top 10 inventions of all time, the telephone has transformed the way we communicate. March 7th, known as Alexander Graham Bell Day, commemorates the anniversary of the day the telephone patent was approved by the US patent office. A lot has changed in the nearly 150 years since the invention of the telephone. However, the telecommunications industry remains a strong option for investors looking for relatively stable and consistent gains. Brief History of the Telecommunications Industry Alexander Graham Bell was a Scottish-born inventor who is credited with the invention of the first working telephone in ...

Selecting the right companies and stocks is critical for a successful investment strategy. This can be a time consuming process which is why many analysts prefer to conduct a “Top Down” analysis that focuses on identifying growing sectors before exploring individual companies. By analyzing past trends, current supply and demand, and future outlook, it’s much easier to identify which sectors are expected to grow more than the average market. This also allows investors to spread their investment across similar firms in the same sector to diversify their portfolio and minimize risk. Here are 6 approaches every investor can leverage to identify growing sectors. 1. Review Existing Industry Analyses Most sectors already have teams of analysts that provide comprehensive analyses and reports related to specific industries. These publications can come from sources such as ...

In the last few years, global markets have faced unprecedented challenges including market and supply chain disruptions from the COVID-19 pandemic, a massive runup of stock prices, rampant inflation, interest rate hikes by central banks, all followed by an increasingly high chance of a recession. With stock prices in the S&P 500 slumping 17% below the all-time highs of 2021 and the NASDAQ down 30% over the same period, analysts across the financial markets have mixed opinions on which direction the global economy will go. The International Monetary Fund predicts that although global growth will continue through 2023, the rate has slowed significantly ( from 6% in 2021 to 2.7% projected for 2023 ). While 2023 brings a lot of uncertainty, there will be lots of great opportunities for banks, brokerage firms, investment houses, family offices, and financial advisors to bring ...