Issue
2
2025/09
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.
Issue
1
2025/07
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.