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
Equity
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Graph
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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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Article
There is more to come...
In the opening months of 2024, the information technology and communication services sectors have again pulled the rest of the…
17/04/24
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Podcast
Talking Heads – Investing in...
Nadia Grant, Head of Global Equities, and Investment Specialist Shazaan Gaffoor explain the compelling rationale behind investing in stocks of…
09/04/24
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Podcast
Talking Heads – US stocks:...
Small is still beautiful and that also applies to US small-capitalisation stocks, Geoff Dailey, Head of US and Global Thematic…
27/03/24
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Infographic
Investing in water – Managing...
Water is a multi-faceted theme with growth potential. Investing in water can contribute to adapting to the impact of climate…
15/03/24