Equity outlook – Adjusting and...
Equity markets face a challenge in the form of significantly tighter monetary policy but the asset class should still outperform…
06/04/22
Equity
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Article
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Article
Equity outlook – Shifting into...
With little sign of inflationary pressures abating, the anticipated trajectory of central bank policy rates is steepening. Although this will…
06/04/22
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Podcast
Talking heads – Three questions...
Global markets have seen wide swings as concerns over tighter supplies and crimped trade in the wake of Russia’s invasion…
09/03/22
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Video
Why now for the Energy...
Equity market volatility and macroeconomic concerns have impacted the Energy Transition theme significantly over the past year. However, we believe…
08/03/22
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Podcast
Talking heads – Building back...
Chinese equities look well set to confront the challenges that Omicron, stricter regulation and moderating growth will bring. Revised earnings…
14/02/22
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Article
Asset allocation – No surprise!
Tighter US monetary policy, rising (real) yields and a correction in growth stocks. None of this is really a surprise.…
10/02/22