Market weekly Asia: A good place to change climate change (podcast)
On account of the region’s strong economic growth, Asia has a considerable impact on climate change, but at the same…
07/06/21
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Insights 1776
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Podcast
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Article
Markets The times, they are a-changin
Having hit a record high in late April, global equities peaked again in May after a choppy spell. Inflation appears…
04/06/21
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Article
China in the global inflation scare
Markets are worrying about rising inflation, but to date, there has been no evidence yet of ‘demand-pull’ inflation amplifying cost-push…
02/06/21
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Article
Weekly investment update A green swan!
As economies continue to reopen, stronger economic data bears witness to the strength of the cyclical recovery. Signs of rising…
02/06/21
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Podcast
Market weekly European equities: About to catch up (podcast)
Fund flows to date have massively favoured US equities, but European equities now have considerable scope to catch up as…
31/05/21
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Article
European equities Closing the gap
European equities have staged a spectacular rebound: Since their March 2020 low, they are up by more than 60%. So…
31/05/21
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Podcast
Market weekly European equities: About to catch up (podcast)
This material is intended for Institutional Investors (as defined in the Securities and Futures Act, Chapter 289 of Singapore) only…
31/05/21
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Article
Chinas vast opportunity set Best enjoyed undiluted
Allocations to Chinese equity and fixed income should stand alone rather than be part of global or emerging market strategies…
28/05/21
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Article
World Environment Day 2021 Putting ecosystem restoration on a pedestal
Reimagine. Recreate. Restore. Together, these form the theme of World Environment Day 2021 on 5 June, a day when the…
28/05/21
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Article
A standalone allocation to China
Allocations to Chinese equity and fixed income should stand alone rather than be part of global or emerging market strategies…
28/05/21