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
Investors may have thought that they had seen the worst of it, or at least knew what was coming, but…
13/10/22
In many developed and emerging markets, the residential real estate sector is seeing prices stall and sales volumes fall. India…
12/10/22
A broad and volatile sell-off across equity and bond markets has left many investors in 60/40 portfolios wondering where to…
11/10/22
Thematic investing, which centres on the long-term forces that shape consumer needs and industries, is a way for investors pivot…
10/10/22
Drought, floods, extreme heat and wildfires caused by climate change have heaped misery on farmers worldwide and added to the…
07/10/22
Volatility has risen sharply as global equities slump to 2022 lows, while global bond yields rise on hawkish rhetoric and…
06/10/22
With US yields near 4%, we took profits on our US duration underweight, lifting government bond and US bond allocations…
06/10/22
Financial markets have continued to gyrate between growth and inflation concerns. We have taken advantage of volatile market moves to…
06/10/22
Blockchain, and in particular tokenisation, is a potential game-changer in the financing and trading of unlisted securities. Blockchain technology can…
05/10/22
