Indian equity outlook remains upbeat...
Market volatility seesawed as it became clear that the ruling BJP party won the Indian elections but lost its outright…
07/06/24
Equity
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Article
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Article
Update to our asset allocation...
In our multi-asset portfolios, we made a number of shifts in recent weeks including doubling our (modest) position in US…
17/05/24
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Graph
Graph of the Week –...
In the face of higher (for longer) interest rates, equity markets have been drawing support from companies reporting better-than-expected earnings…
10/05/24
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Podcast
Talking Heads – Indian equities...
Indian equities have seen three years of solid performance amid earnings growth and political continuity. In our view, conditions are…
07/05/24
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Article
There is more to come...
In the opening months of 2024, the information technology and communication services sectors have again pulled the rest of the…
17/04/24
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Podcast
Talking Heads – Investing in...
Nadia Grant, Head of Global Equities, and Investment Specialist Shazaan Gaffoor explain the compelling rationale behind investing in stocks of…
09/04/24