Talking heads – Banks transition...
Over the last month, the banking sector has seen a spate of turmoil triggered by concerns over the possible effects…
29/03/23
Equity
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Podcast
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Podcast
Talking heads – A silver...
Bank sector turmoil will likely lead to a reduction in credit in the US, particularly important for start-ups and venture…
27/03/23
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Article
All change in China, now...
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...
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...
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 – Emerging market...
Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for…
06/02/23