A well-diversified strategy invested in value, quality, low risk and momentum stocks should do well, irrespective of which way interest…
18/05/22
For the first time since 2019, the Hong Kong dollar (HKD) has fallen to the lower end of the Convertibility-Undertaking…
17/05/22
With the prices of various food staples off the charts, Robert-Alexandre Poujade explores the knock-on effects that Russia’s invasion of…
17/05/22
Disruption of supply chains is just one factor investors in new technologies currently have to contend with. A fundamental reevaluation…
16/05/22
With global inflationary pressures building fast, we remain cautious with regard to interest rate risk in sovereign debt generally but…
16/05/22
A prolonged Covid-lockdown of Shanghai could cause longer-than-expected disruption to global supply chains and raise inflationary pressure. As one of…
13/05/22
Over the week to 11 May, global equities lost 7.1% (MSCI AC World index in US dollar terms) in a…
12/05/22
While the natural reaction of US equity investors faced with rising interest rates and the threat of a recession may…
11/05/22
Ulrik Fugmann, co-head of the Environmental Strategies Group, believes investing to benefit the environment means targeting solution providers in need…
10/05/22
The combination of the uncertain path of the Ukraine conflict, heavy-duty lockdowns in China in response to the Omicron surge…
10/05/22
