Long-term asset allocation – A...
What a difference a year makes. At the start of 2022, the US S&P 500 index was trading at 22x…
22/02/23
Equity
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White paper
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Article
Multi asset update – US...
Following a strong new-year rally in US equities, we have taken profits on the long position we held in the…
21/02/23
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Podcast
Talking heads – Emerging market...
Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for…
06/02/23
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Article
COP15 highlights the need to...
Healthy, functioning ecosystems underpin society: they produce the oxygen we breathe, help mitigate climate change and support at least 55% of the global…
06/01/23
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Article
Renminbi internationalisation – The petro-yuan...
If Saudi Arabia decides to trade its oil with China in renminbi rather than US dollars, it would add momentum…
06/01/23
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Article
Weekly market update – Pivot...
The recent release of the minutes from December’s meeting of the Federal Open Market Committee showed US monetary policymakers worried…
05/01/23