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
Emerging markets
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Podcast
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Article
Fixed Income Outlook – Be...
Given the recent strong performance for emerging market bonds, we have tempered our optimism about the potential for further spread…
29/04/24
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Podcast
Talking Heads – Getting Asia...
With Asia accounting for half of global greenhouse gas emissions and coal responsible for almost 60% of power generation in…
23/04/24
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Article
Stewardship – Nature coming to...
Climate has been the starting point for most of us as we focus on achieving greater sustainability. Biodiversity is, arguably,…
18/04/24
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White paper
Asset Allocation Monthly – More:...
The narrative of ‘immaculate goldilocks’– rising growth and falling inflation – was always at risk of being challenged in the…
12/04/24
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Podcast
Talking Heads – Looking to...
Robust domestic demand and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024.…
26/02/24