A broad and volatile sell-off across equity and bond markets has left many investors in 60/40 portfolios wondering where to…
11/10/22
Thematic investing, which centres on the long-term forces that shape consumer needs and industries, is a way for investors pivot…
10/10/22
Drought, floods, extreme heat and wildfires caused by climate change have heaped misery on farmers worldwide and added to the…
07/10/22
Volatility has risen sharply as global equities slump to 2022 lows, while global bond yields rise on hawkish rhetoric and…
06/10/22
With US yields near 4%, we took profits on our US duration underweight, lifting government bond and US bond allocations…
06/10/22
Financial markets have continued to gyrate between growth and inflation concerns. We have taken advantage of volatile market moves to…
06/10/22
Blockchain, and in particular tokenisation, is a potential game-changer in the financing and trading of unlisted securities. Blockchain technology can…
05/10/22
Infrastructure debt’s resilience as an asset class was demonstrated during the pandemic. However, new challenges have arisen. A key concern…
05/10/22
The credit risk sharing (CRS) market opened up in the wake of the financial crisis of 2007-9. It has expanded…
04/10/22
Investors shell-shocked by the fallout from high inflation, rising interest rates and slowing economies and looking to alternative markets for…
03/10/22
