Weekly market update The inflation beast remains unbeaten
Back in mid-January, all the talk was of when the US Federal Reserve would begin cutting interest rates – when…
02/03/23
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Insights 1758
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Article
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Article
Evidence of the low volatility anomaly
It is relatively easy to demonstrate the low volatility anomaly – the phenomenon that first came to light half a…
01/03/23
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Podcast
Talking heads No silver bullet to improve food security
In recent years, food security has become a more prominent issue for consumers and governments, alongside energy security. Beyond supply…
27/02/23
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White paper
Allocating to private assets in open-ended funds
Private assets such as private equity and private debt have come to the fore as a viable alternative for investors…
24/02/23
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Article
Weekly market update Broaden your horizons
One development of note since the start of February has been the upward revision of the ‘terminal rate’ – the…
23/02/23
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Article
All change in China, now it's over to the consumer...
Chinese policymakers are pulling out all the stops to revive economic growth in 2023. Minyue Liu, Investment Specialist for Greater…
22/02/23
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White paper
Long-term asset allocation A different outlook
What a difference a year makes. At the start of 2022, the US S&P 500 index was trading at 22x…
22/02/23
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Article
Multi asset update US equities back to neutral after early sprint
Following a strong new-year rally in US equities, we have taken profits on the long position we held in the…
21/02/23
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Podcast
Talking heads Bold stewardship to achieve ESG objectives
As elsewhere, recent years have seen a rise in the importance accorded by investors in Asia to allying their investments…
20/02/23
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Article
Weekly market update West/East divide
‘Stagflation’ – stubbornly high inflation and weakening economic growth – is the cause of a monetary policy dilemma for the…
16/02/23