Investors looking for alternative and resilient sources of yield as mainstream investments are held back in an environment of ‘lower…
14/07/20
Even if we expect emerging market equities to outperform their developed market peers, country and sector differences, as always, will…
09/07/20
After three months of convulsions, the global oil industry appears to be stuck between a rock and a hard place…
08/07/20
New outbreaks of coronavirus, taking the global case count to close to 12 million, are clouding investor hopes for a…
08/07/20
Emerging market equities have suffered another decade of underperformance versus developed markets. Recently, their underperformance has been more marked relative…
07/07/20
The COVID-19 pandemic has revived a familiar conversation about the inflation genie escaping the bottle. The speculation is similar to…
06/07/20
Whatever-it-takes spending programmes by governments and central banks to prop up economies stricken by the COVID-19 pandemic have raised concerns…
06/07/20
In this month’s asset allocation video we provide an update of our views and our ‘U-shape’ recovery base case, discuss…
06/07/20
It is already clear that the COVID-19 pandemic will trigger lasting changes in our collective patterns of working, consumption, and…
04/07/20
The COVID-19 pandemic has hit tragic milestones: 10 million cases and more than half a million fatalities. However, with a…
01/07/20
