What impact do sustainability criteria...
The effect on the performance of an investment portfolio of applying sustainability-based criteria to select stocks remains a topic of…
22/07/24
Equity
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White paper
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Graph
Graph of the Week –...
After lagging most other equity markets over the last 12 months, expectations for forward earnings for the MSCI China index…
07/06/24
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Article
Indian equity outlook remains upbeat...
Market volatility seesawed as it became clear that the ruling BJP party won the Indian elections but lost its outright…
07/06/24
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Article
Update to our asset allocation...
In our multi-asset portfolios, we made a number of shifts in recent weeks including doubling our (modest) position in US…
17/05/24
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Graph
Graph of the Week –...
In the face of higher (for longer) interest rates, equity markets have been drawing support from companies reporting better-than-expected earnings…
10/05/24
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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