Talking heads – Asset allocation...
Slower growth (and eventually, lower rates of inflation) will likely come in 2023 thanks to restrictive central bank monetary policy.…
22/11/22
Equity
-
Podcast
-
Video
Video – Caution to prevail...
Watch our video with Daniel Morris, chief market strategist, and global head of multi-asset Maya Bhandari as they discuss the…
22/11/22
-
Article
Asset allocation update – Lessons...
After the latest earnings season analysts are marking down their earnings expectations in areas including the US and emerging Asia.…
21/11/22
-
Podcast
Talking heads – Slow-motion recession...
While equity markets are feeling the pinch from rising real rates, earnings reports and guidance are yet to reflect the…
26/09/22
-
Article
Indian equities outshine EMs as...
As the MSCI India index gained 9.3% in July – outperforming all other emerging market indices – domestic investors continue…
19/08/22
-
Article
Weekly market update – Diverging...
On one hand, the latest corporate earnings reporting season has been typical. Earnings and sales surprises were modestly positive, in…
04/08/22