Front of mind
Issues currently moving the markets
FRONT OF MIND | Podcast – 12:48 MIN
Talking heads – Banks transition to a new regime
Over the last month, the banking sector has seen a spate of turmoil triggered by concerns over the possible effects…
WEEKLY
MARKET UPDATE 23.03.2023
MARKET UPDATE 23.03.2023
FRONT OF MIND | Article – 4 Min
Weekly market update – The dust settles slowly
Events have gone into overdrive since the failure of Silicon Valley Bank and Signature Bank. The weekend of 18/19 March…
Portfolio perspectives
Investment strategies and asset allocation
PORTFOLIO PERSPECTIVES | Article - 4 Min
Low-volatility equities under COVID-19
Many investors consider low-volatility stocks to be reliable defensive equity investments over the long term, delivering higher risk-adjusted returns than...
PORTFOLIO PERSPECTIVES | Article - 2 Min
Exploiting the low volatility anomaly in practice
The low volatility anomaly, first reported on 50 years ago, can be implemented across asset classes, sectors and regions. As...
PORTFOLIO PERSPECTIVES | Podcast - 14:04 MIN
Talking heads – Tapping into the wide fixed income opportunity set
Policy rate increases are reverberating across financial markets. This has caused volatility to spike higher, particularly in bond markets. The...
The big topic
SUSTAINABILITY MATTERS
All our views, in one place
Forward thinking
Trends shaping the future
FORWARD THINKING | Article - 4 Min
Exploring the carbon offset market: Issues, reforms and the future
The voluntary carbon market has come under criticism recently after research accusing many offsets of being worthless. Thibaud Clisson takes...
FORWARD THINKING | Podcast - 12:42 MIN
Talking heads – A silver lining for green stocks
Bank sector turmoil will likely lead to a reduction in credit in the US, particularly important for start-ups and venture...
FORWARD THINKING | Article - 4 Min
Universal access to clean water and sanitation has wide-ranging benefits
As a resource that is critical to life on Earth, it behoves us as stewards of the planet to look...
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