China’s property market – How...
While China’s well-documented property sector woes have led some observers to foresee a market crash with systemic implications, we believe…
14/10/22
Macroeconomics
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Article
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Article
Weekly market update – Battalions...
Investors may have thought that they had seen the worst of it, or at least knew what was coming, but…
13/10/22
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Article
Weekly market update - Financial...
Volatility has risen sharply as global equities slump to 2022 lows, while global bond yields rise on hawkish rhetoric and…
06/10/22
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Article
Asset allocation monthly – Taking...
With US yields near 4%, we took profits on our US duration underweight, lifting government bond and US bond allocations…
06/10/22
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Article
Asset allocation monthly - Lifting...
Financial markets have continued to gyrate between growth and inflation concerns. We have taken advantage of volatile market moves to…
06/10/22
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Article
Weekly market update – A...
The degree and speed of monetary policy tightening in developed markets triggered renewed selling of equities and a further sharp…
29/09/22