Monthly Market Viewpoint – Delayed...
After recent higher-than-expected US inflation, we see core inflation cooling only in 2025 and expect policy rate cuts to begin…
08/05/24
Portfolio perspectives
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White paper
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Podcast
Talking Heads – Indian equities...
Indian equities have seen three years of solid performance amid earnings growth and political continuity. In our view, conditions are…
07/05/24
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Podcast
Talking Heads – The weighty...
Marketing and media campaigns and celebrity endorsements have boosted consumer demand for anti-obesity drugs, boosting the results of the makers…
30/04/24
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Article
Fixed Income Outlook – Be...
Given the recent strong performance for emerging market bonds, we have tempered our optimism about the potential for further spread…
29/04/24
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Article
Fixed Income Outlook – Corporate...
We expect corporate bonds to deliver positive returns in the coming quarters, primarily due to the attractive yields. With money…
24/04/24
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Article
Fixed Income Outlook – Not...
Another higher-than-expected US inflation number means the US Federal Reserve should be in no rush to cut rates before price…
22/04/24