Equity outlook – What is...
Equity markets have been finding the transition to the post-pandemic landscape more challenging than one might have expected. As Covid…
22/10/21
Equity
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Article
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Weekly investment update – US...
In recent quarters, US companies handily beat consensus earnings estimates as the economy reopened and earnings were compared to the…
21/10/21
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Article
Thematic investing myth 1: What...
We believe that the argument that there is a trade-off between environmental thematic investing and long-term performance does not stand…
20/10/21
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White paper
Busting thematic investment myths
Interest in thematic investing has grown markedly in recent years. According to Morningstar, assets under management in thematic funds have…
13/10/21
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Video
Asset allocation video - Removing...
Central banks are beginning to remove the crutches that have held up many economies now that post-lockdown recoveries are becoming…
07/10/21
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Article
Weekly investment update - Twin...
The recent spikes in energy prices and US Treasury bond yields have strained emerging Asia’s asset prices and currencies. Rising…
06/10/21