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
Equity
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Podcast
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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
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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
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Article
Asset allocation update – Adjusting...
In our multi-asset portfolios, we are using current market opportunities to make tactical adjustments. These changes reflect valuations as well…
14/07/22
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Video
The uncapped impact series: agritech...
Against a backdrop of rising geopolitical tensions and a rapidly growing global population, food security has shot to the top…
11/07/22
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Article
Asset allocation update – Any...
Our multi-asset allocations have become more cautious since late February, with equity risk-taking now some 75% lower than it was…
28/06/22