ASSET PULSE

Our April issue of Asset Pulse examines the parallels between today’s oil price shock and the crisis of 1973, exploring what lessons investors can draw from history as conflict in the Middle East once again reshapes global energy markets. We also provide an update on global lending conditions with our proprietary Liquidity Pulse index, which had hit a new high just before the outbreak of the conflict. From Sydney, we feature a Q&A with EquitiesFirst’s Australia CEO, Jason Winderbaum, on how tailored financing solutions are helping Australian investors access capital on their own terms.

Our February issue of Asset Pulse brings a Lunar New Year themed edition, exploring what the Year of the Horse could mean for markets in 2026. We also provide an update on global lending conditions with our proprietary Liquidity Pulse index, and from Dubai, a Q&A with EquitiesFirst’s MENA Principal Representative, Andrew Stevens, on the opportunity set for equity-backed lending in the Middle East.

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.

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.