Quality-focused boutique investment firm managing global and emerging market equities. Disclosures: https://teapaw.org/t.co/o1l4PBE924
Joined June 2018
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Does the data reveal an opportunity in semiconductors? In our view, accelerating earnings and reset valuations make a compelling case.
For information on MSCI indices, please visit: gqg.com/benchmark-informatio….
In our view, agentic AI is creating a new chip crunch as AI agents consume far more tokens than expected. Watch the full webcast: tinyurl.com/yvaddbys
France has champagne tastes, but the bond market is starting to question the budget. Read why investors may be souring on French debt. tinyurl.com/3zm7epjw
In our view, larger, more complex AI chips are increasing demand across the semiconductor supply chain. Watch the full discussion. tinyurl.com/36rudftk
#ai #chips #demand #semiconductor #supplychain
Watch to learn why we think hyperscalers’ innovation and AI investments help them defend their core businesses and pursue new markets. tinyurl.com/mwhxv898
🚨 Interest on the national debt is the U.S. government’s second-biggest expense.
What budget category did it overtake? 🤔
38%Defense
25%Medicare
38%Social Security
0%Veterans Benefits
8 votes • Final results📊 Answer: 📷 Medicare
Year-to-date, federal net interest has made up 15% of US government spending, slightly higher than Medicare at 14%. Interest is the government’s second-largest major expense after Social Security.
Read our latest newsletter for the full story.
tinyurl.com/3dsr93mr
Source: “How Much Has the U.S. Government Spent This Year?” US Treasury Fiscal Data. 31 July 2026.
What are refinery margins signaling? Watch Josh Snyder, CFA, Global Investment Strategist, as he explores why record-high crack spreads could support energy companies’ earnings and raise costs for consumers at the pump.
#Energy #Oil #Investing #Stocks #StockMarket #EnergyStocks #Inflation #GasPrices #MarketTrends #Finance
The bond market may be writing the Fed’s next script. With 2-year US Treasury yields above the fed funds rate, investors appear to be pricing in a higher-for-longer policy path. What could that mean for stocks, bonds, and cash?
Read “What in the World?!” and subscribe for weekly insights. tinyurl.com/4veeh8aw
Listen to Rajiv Jain, Chairman and CIO, on why barriers to entry are central to quality investing. He explains why he thinks durable competitive advantages and forward-looking returns on capital matter more than whether a business is simply viewed as cyclical.
#qualityInvesting #business #competitive #advantages
Watch Brian Kersmanc, Portfolio Manager, explain why we believe oil prices have stayed relatively contained despite ongoing global supply disruptions, and how softer demand from China has helped offset tighter supply and limit further upside in prices.
Views of GQG Partners as of 23 June 2026 are subject to change and do not constitute investment advice.
How much concentration risk is hiding inside the MSCI Emerging Markets Index? This video edition of “What in the World?!” explores TSMC’s rise and what it means for investors. Subscribe for free weekly market insights for individual investors: tinyurl.com/mryanxja
Watch Brian Kersmanc, Portfolio Manager, discuss why we believe investors are becoming more skeptical of CapEx spending across the Mag 7 companies and where we see opportunities.
In our view, even the best AI tools still suffer from an insidious hallucination problem. Cases like this recent federal dispute—where nonexistent, AI-invented citations appeared on both sides—underscore why longer-term adoption and durable value creation remain challenged. tinyurl.com/4tc5ydft
Short on time? Explore GQG’s Fast Takes for timely, short-form insights delivered through data visualizations, infographics, and cartoons. tinyurl.com/47s8ju57
Is today’s rally building confidence, or complacency? The longer nothing breaks, the easier it becomes to miss any vulnerabilities building beneath the surface. “What in the World?!” brings unique weekly insights to individual investors on what’s really driving the markets. Read it and subscribe: tinyurl.com/4vncfadr
Can these IPOs live up to the hype?
Watch Ben Larsen, CFA, Client Portfolio Manager, and Geoff Doyle, Senior Director, Business Development, as they discuss the potential IPOs of OpenAI and Anthropic, SpaceX’s filing, and the bigger question: how much of today’s excitement is already reflected in stock prices?