When searching for portfolio diversification beyond traditional asset classes, investors may find interesting opportunities in the household sector in terms…
03/10/22
The degree and speed of monetary policy tightening in developed markets triggered renewed selling of equities and a further sharp…
29/09/22
While equity markets are feeling the pinch from rising real rates, earnings reports and guidance are yet to reflect the…
26/09/22
The energy crisis was already wreaking havoc with energy transition plans. Heatwaves this summer have exacerbated matters. Does the crisis…
23/09/22
Since the Jackson Hole economic symposium in late August, things have quickly escalated: Hawkish decisions and comments from US policymakers…
22/09/22
Investors assessing the risk to seafood retailers of marine biodiversity loss – a major threat – need reliable, transparent and…
22/09/22
David Choa, head of Greater China Equities, talks about investment opportunities and the application of environmental, social and governmental (ESG)…
20/09/22
As markets continue to gyrate between concerns over recession and worries over persistently high inflation in the wake of the…
20/09/22
It is all hands on deck to deal with the current energy crisis, even if that forces countries to use…
19/09/22
Solid financials and attractive market valuations have led us to add to our long position in European investment-grade (IG) bonds,…
16/09/22
