The not-so-great rotation Q1 2021 equity outlook
In this new quarterly publication, Daniel Morris, our chief market strategist, looks ahead to assess the prospects for global equity…
10/02/21
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Article
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Video
Asset allocation video Cautiously optimistic
Markets are caught between near-term pessimism and a brighter outlook further ahead. In the short run, economies face further lockdowns…
09/02/21
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Article
A not-so-great rotation in developed market equities
Equity investors, quite rightly, remain resolutely focused on the positive, medium-term outlook for corporate profits rather than the near-term economic…
09/02/21
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Podcast
Market weekly A true alternative: private debt and real assets (podcast)
Private debt and real asset markets can offer investors meaningful return potential along with diversification. David Bouchoucha, head of private…
08/02/21
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Article
For diversification and returns: private debt and real assets
Investing in private debt and real assets can offer investors benefits such as attractive risk-adjusted return potential and real diversification,…
08/02/21
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Article
Reflation stays the course in January
After the first three weeks of January, the MSCI AC World index in US dollar terms had posted gains of…
05/02/21
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Asset allocation monthly - Cautiously optimistic
The challenges of the continuing pandemic will likely delay the cyclical recovery expected for 2021, but not cancel it. This…
05/02/21
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Article
Reflation stays the course in January
After the first three weeks of January, the MSCI AC World index in US dollar terms had posted gains of…
05/02/21
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Video
Tokenisation of alternative investments
Technology offers fascinating perspectives for the asset management industry. These include tokenisation, the process of creating a digital representation of…
04/02/21
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Article
Addressing bias in artificial intelligence
Artificial intelligence (AI) has great potential, but care needs to be taken to ensure it doesn’t continue to propagate inherent…
04/02/21