5/02/2024 US stocks reach new highs Unlock investment potential beyond mega-cap stocks. Analyze global economic trends in the US, Europe, and Asia for strategic insights and opportunities.
22/01/2024 Economy & Markets China’s pivot: steering through turbulence to sustainability We assess the long-term economic path for the China economy and how 2024 slowdown fits within this picture. From an investment standpoint, the shift toward...
8/01/2024 Year-end rally turning uncertain in 2024 Resilient US growth and slowing inflation led the markets higher in 2023 but recent market movements show the challenges that lie ahead.
22/12/2023 Investment Views Global Investment Views - January 2024 Bonds and EM stand out in the Santa Rally.
11/12/2023 India outperforming in H2 so far Indian stocks seem on track to outperform the US, EM and world equity indexes in H2. In the first week of December, the country’s market capitalisation...
20/11/2023 Asia in focus after the Biden–Xi summit "Global economic competition is reshaping supply chains and some emerging markets, in particular in Asia, may shine".
13/11/2023 Capital Market Assumptions Asset Class Returns Forecasts - Q4 2023 Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.
2/08/2023 Capital Market Assumptions Asset Class Returns Forecasts - Q3 2023 Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.
6/06/2023 Emerging Markets Indian assets are poised for growth in investors' portfolios A strong demographic and economic outlook over the next decade will be favourable for India's equity and fixed income markets.
12/05/2023 Capital Market Assumptions Asset Class Returns Forecasts - Q2 2023 Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.
25/03/2022 Geopolitics A more fragmented Emerging Markets world amid the Russia-Ukraine crisis The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and...
24/07/2019 Retirement Pension Funds Letter 7 - Put the Growth Bucket Back in the Spotlight As long-term investors, Pension Funds need to find new distinct ways to invest and rethink the full potential of their growth bucket as a flexible opportunity...