INSIGHTS | Global Insight Solutions

GIS INSIGHTS

Our thinking across markets, companies, and investment themes - from weekly reflections and quarterly perspectives to timely commentary on developments as they unfold.

THE LATEST FROM GIS:

EVENTS & MEDIA

INTERVIEW: 30 APRIL 2026

Why small-cap investing rewards those who do their own homework

A focused conversation with Proactive on the edge in global small caps.

MARKET VIEWS

PODCAST: 1 MAY 2026

Rate cuts talk — but oil, yields and scarce capacity are running the show

Transcript

QUARTERLY LETTER

LETTER: Q1 2026

Global Smaller Companies:

Q1 2026 commentary

Report

A deeper review of markets, portfolio positioning, and investment themes — reflecting on the quarter just passed and the road ahead. The below includes the last 4 Quarters of Reports.

GLOBAL SMALLER COMPANIES

Q1 2026

Report

GLOBAL SMALLER COMPANIES

Q3 2025

Report

GLOBAL SMALLER COMPANIES

Q4 2025

Report

GLOBAL SMALLER COMPANIES

Q2 2025

Report

Only last 4 quarters available above. For older reports, please contact us.

Short, timely reflections on global markets, macro developments, and investor psychology — cutting through the noise to focus on what truly matters. The below includes the last 10 weeks of podcasts.

Rate Cuts Talk — But Oil, Yields and Scarce Capacity Are Running the Show

May 1st 2026

Transcript

Markets Are Holding Up — But the Cracks Are Showing

April 17th 2026

Transcript

The Oil Shock Is Becoming a Policy Problem

March 27th 2026

Transcript

Oil, Inflation, and the Return of the Central Bank Dilemma

March 13th 2026

Transcript

Leadership Vacuums, Market Rotation, and the Search for Certainty

February 28th 2026

Transcript

The Market Isn't Breaking — But It Is Getting Uncomfortable

April 24th 2026

Transcript

Oil Is Still in Charge

April 10th 2026

Transcript

Rate Cuts Are Off the Table — Now Oil Is Driving Markets

March 20th 2026

Transcript

Energy Shock, Dollar Strength, and a Market Still Hoping for Calm

March 6th 2026

Transcript

US Exceptionalism? Duration, Discipline & the Search for Stability

February 20th 2026

Transcript

A record of GIS in conversation — speeches, conference presentations, and interviews where we share our views on markets, investment philosophy, and the regions we cover.

INTERVIEW

INTERVIEW: 30 APRIL 2026

Why small-cap investing rewards those who do their own homework

A focused conversation with Proactive on the edge in global small caps.

INTERVIEW

INTERVIEW: 23 APRIL 2026

Small caps: why the asset class, why now and why GIS

A three-question conversation with Julian Marr from Wealthwise media.

PRESENTATION

PRESENTATION: 16 APRIL 2026

GIS small cap investing strategy explained

The full investment case presented by Eric Anderson at GIS at the ProActive event in London.

PRESENTATION

PRESENTATION: 27 FEBRUARY 2026

The rewards of investing in global small caps

Keynote by Eric Anderson from the GIS India Gala in Mumbai India on bringing Indian capital to global markets.

GIS INSIGHTS

THE LATEST FROM GIS:

EVENTS & MEDIA

MARKET VIEWS

QUARTERLY LETTER

GLOBAL SMALLER COMPANIES

GLOBAL SMALLER COMPANIES

GLOBAL SMALLER COMPANIES

GLOBAL SMALLER COMPANIES

SUBSCRIBE TO OUR MAILING LIST: