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With roughly TT$672 million sitting in cash and investments, Angostura Holdings raises an important question for investors: when does financial strength become inefficient capital allocation? Angostura Holdings Limited is one of Trinidad and Tobago’s most recognizable companies. Its brands travel far beyond the Caribbean, Angostura aromatic bitters has an enviable global position, and the company has demonstrated an ability to generate meaningful profits from its core beverag

Peter Permell’s legal challenge raises an important procedural question. The valuation raises an equally important economic one. When Agostini Limited offered to acquire Prestige Holdings Limited, the transaction was widely presented as attractive to PHL shareholders. The terms appeared straightforward: For every 4.8 PHL shares surrendered, the shareholder would receive one Agostini share. At the time the offer was promoted, Agostini’s quoted share price was approximately TT$

Scotiabank’s proposed acquisition of the minority shares of Scotia Group Jamaica Limited (SGJ) is one of the most important regional equity-market events of 2026. The parent company, through Scotiabank Caribbean Holdings Limited, already owns 71.78% of SGJ and has offered minority shareholders J$61.50 per share in cash to take the company private. The offer represents a premium to the pre-announcement market price, but the key question for investors is not whether J$61.50 is

Why I am reducing unnecessary defensiveness while staying disciplined on rates, valuations and liquidity In my April asset allocation update, I made the case for staying invested, but becoming more selective. At the time, geopolitical tensions and disruption risks around energy supply were pushing oil prices higher, increasing inflation uncertainty, and making the path for interest rates less predictable. My view was not that investors should abandon markets. It was that port

For investors, earnings season is one of the most useful reality checks in the market. Markets can move daily on headlines: interest rates, elections, inflation, oil prices, geopolitics, Fed comments, AI excitement and investor sentiment. But earnings season brings the focus back to a simpler question: Are companies actually growing their profits? The answer coming out of the Q1 2026 earnings season was mostly yes. The S&P 500 earnings season was stronger than expected. Compa