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Insights

Beat the headline
Beat the headline
The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
25-01-2021 | Column
After Biden’s win, all eyes remain on Covid-19 and the recovery
After Biden’s win, all eyes remain on Covid-19 and the recovery
Joe Biden has been elected 46th US President, based on vote count.
04-12-2020 | Insight
Keep your eye on the relevant ball
Keep your eye on the relevant ball
I know a lot, really.
19-10-2020 | Column
Green signs, value and grandmother’s cupboard
Green signs, value and grandmother’s cupboard
As investors, we never stop learning.
20-07-2020 | Insight
Pandemic starts process of EMs decoupling from each other
Pandemic starts process of EMs decoupling from each other
China, Taiwan and South Korea are among the farthest ahead on the path of normalization.
11-06-2020 | Insight
The conundrum: China or the US?
The conundrum: China or the US?
If you ask me what keeps my mind busy at the moment, I can tell you that it is not market volatility.
15-04-2020 | Column
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
Strong volatility.
26-03-2020 | Insight
Market update: what now, what next?
Market update: what now, what next?
While it is never fun to be in the midst of a market meltdown, we have learned that this is a good time to be long-term, active investors.
16-03-2020 | Insight
Market update: Is it time to buy?
Market update: Is it time to buy?
Jamie Stuttard and Fabiana Fedeli discuss the market turbulence caused by the coronavirus outbreak and falling oil prices.
12-03-2020 | Webinar
Embrace the underdog
Embrace the underdog
Let me put it out there first: the year ahead is shaping up as a good one for global equities.
27-01-2020 | Column
Look for the underdog
Look for the underdog
The year ahead is shaping up as a good one for global equities.
21-01-2020 | Quarterly outlook
Echoing Footsteps: The return of the underdog
Echoing Footsteps: The return of the underdog
It has been a while since we heard so much talk about value versus growth and momentum.
12-12-2019 | Yearly outlook
Calm in Storm: Beyond the trade war
Calm in Storm: Beyond the trade war
Over the past year, regional equity market allocation has been heavily influenced by investors’ expectations on the outcome of the US-China trade war.
21-11-2019 | Yearly outlook
Outlook 2020: A Tale of Two Scenarios
Outlook 2020: A Tale of Two Scenarios
This year’s annual outlook is inspired by Charles Dickens’ A Tale of Two Cities.
12-11-2019 | Yearly outlook
Welcome to the world of pinball investing
Welcome to the world of pinball investing
In a whirlwind of contradicting news, markets seem to have created a new investment style: pinball.
29-10-2019 | Column
Investing in a world of binary outcomes
Investing in a world of binary outcomes
Welcome to a new world.
12-07-2019 | Quarterly outlook
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