The November edition of our Asset Pulse newsletter explores whether non-US equities can maintain their edge after a year of unexpected outperformance, as shifting valuations and policy dynamics test the long-standing dominance of Wall Street. We also examine whether the exuberance reflected in our Liquidity Pulse index signals a looming bubble. From London, we feature a Q&A with James Mungovan, CEO for Europe, on EquitiesFirst’s evolving strategy in the region. Plus, we spotlight our latest Insights on everything from China’s biotech revival to Europe’s space ambitions

Our September newsletter explores whether investors can continue to “buy the dip” in an environment of rising tariffs, shifting capital flows and persistent volatility. We also take a fresh look at our Liquidity Pulse index and we feature a Q&A with Alexander Christy, Jr., founder and CEO of EquitiesFirst, as he discusses two decades of successful client partnerships.

Our inaugural newsletter takes a look at the “Sell America” trade and what this means for equity flows into other markets. We also introduce EquitiesFirst’s Liquidity Pulse: a new, proprietary measure that is designed to provide our clients with insights into lending conditions around the world. And as always, we are pleased to share our latest Insights.