6/03/2026 Equity Reforms and reflation: unlocking Japanese equity upside Governance-driven reform and a stronger macro backdrop are lifting ROE and can result in a sustained rerating of Japanese equities.
7/07/2023 Insurance IFRS 9 and 17 & ongoing IASB post implementation review: inv... We highlight the implications of IFRS 9 and 17 standards and share some thoughts on how insurance companies can effectively address this framework.
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.
31/05/2023 Asset Pricing & Behavioural Finance Institutional Ownership and the Resolution of Financial Dist... We analyze the distressed firm’s decision between Chapter 11 and an exchange offer.
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.
9/05/2023 Economy & Markets Stress in US regional banks continues, while the Fed moves t... The Talks elaborates on the banking stress in US and the FOMC May meeting.
28/04/2023 Investment Views Global Investment Views - May 2023 Should investors be changing course? Read more of our monthly investment views.