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Talking heads – Asset allocation and the outlook for 2023
PORTFOLIO PERSPECTIVES | Audio - 1 Min

Talking heads – Asset allocation and the outlook for 2023

Slower growth (and eventually, lower rates of inflation) will likely come in 2023 thanks to restrictive central bank monetary policy....

MAYA BHANDARI
+1 other(s)
| 22.11.2022
Video – Caution to prevail on risk assets in 2023
PORTFOLIO PERSPECTIVES | Video - 1 Min

Video – Caution to prevail on risk assets in 2023

Watch our video with Daniel Morris, chief market strategist, and global head of multi-asset Maya Bhandari as they discuss the...

MAYA BHANDARI
+1 other(s)
| 22.11.2022
Asset allocation update – Lessons from this earnings cycle
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Asset allocation update – Lessons from this earnings cycle

After the latest earnings season analysts are marking down their earnings expectations in areas including the US and emerging Asia....

MAYA BHANDARI
| 21.11.2022
Talking heads –  Slow-motion recession leaves equities exposed
FRONT OF MIND | Audio - 2 Min

Talking heads – Slow-motion recession leaves equities exposed

While equity markets are feeling the pinch from rising real rates, earnings reports and guidance are yet to reflect the...

NADIA GRANT
+1 other(s)
| 26.09.2022
Indian equities outshine EMs as economy bounces, home investors buy in
PORTFOLIO PERSPECTIVES | Blog - 3 Min

Indian equities outshine EMs as economy bounces, home investors buy in

As the MSCI India index gained 9.3% in July – outperforming all other emerging market indices – domestic investors continue...

NEHA PATHAK
+1 other(s)
| 19.08.2022
Weekly market update – Diverging outlooks
WEEKLY
MARKET UPDATE 04.08.2022
FRONT OF MIND | Blog - 2 Min

Weekly market update – Diverging outlooks

On one hand, the latest corporate earnings reporting season has been typical. Earnings and sales surprises were modestly positive, in...

DANIEL MORRIS
| 04.08.2022
Asset allocation update – Adjusting our risk-taking views
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Asset allocation update – Adjusting our risk-taking views

In our multi-asset portfolios, we are using current market opportunities to make tactical adjustments. These changes reflect valuations as well...

MAYA BHANDARI
| 14.07.2022
Talking heads – Solutions to improve food security
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – Solutions to improve food security

Food security has shot to the top of the agenda for governments and economists, but also investors. The war in...

AGNE RACKAUSKAITE
+1 other(s)
| 13.06.2022
Disruptive technology – Risks and opportunities after recent volatility
FRONT OF MIND | White paper - 6 Min

Disruptive technology – Risks and opportunities after recent volatility

The high-tech sector has seen a dramatic correction and high market volatility in recent months. We believe it is now...

PAMELA HEGARTY
| 03.06.2022
Disruptive technology – Maintaining course in volatile markets
FRONT OF MIND | Blog - 4 Min

Disruptive technology – Maintaining course in volatile markets

The high-tech sector has seen a dramatic correction and high market volatility in recent months. We believe it is now...

PAMELA HEGARTY
| 03.06.2022
Talking heads – Shortlisting listed real estate
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – Shortlisting listed real estate

In an investment environment laden with challenges from rising interest rates to a possible global slowdown, listed real estate comes...

CLAIRE MéHU
+1 other(s)
| 30.05.2022
Do not tar US small caps with the broad market brush
FRONT OF MIND | Blog - 3 Min

Do not tar US small caps with the broad market brush

While the natural reaction of US equity investors faced with rising interest rates and the threat of a recession may...

GEOFF DAILEY
| 11.05.2022