26/03/2024 Retirement Pension Funds Letter 20 - Looking past short-term noise to the long-term Explore Pension Funds Letter 20's insights on looking past short-term noise to focus on long-term success in investing and responsible decisions.
31/07/2023 Emerging Markets Emerging market resilience paves the way for new opportunities Economic resilience and a growth advantage over developed markets make emerging countries an attractive destination for the second half of the year.
30/09/2022 Geopolitics Upheaval in the global FX regime The energy and inflation crises have uncovered cracks in the long-standing global foreign exchange regime. A new approach to currency management is required...
30/09/2022 Fixed Income & FX Global foreign exchange regime faces winds of change Dollar strength is causing strains, even in developed countries like Japan and Britain. Countries will have to intervene to fix misalignments in currency...
11/07/2022 Fixed Income & FX Renminbi’s rise will not challenge dollar dominance A sharp economic slowdown seems to be looming in both Europe and the US, which would make bond markets attractive again, especially in the US. Conversely,...
15/10/2021 Geopolitics Shifts & Narratives #10 - China is finally emerging from the US’s shadow Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income. In this...
26/05/2021 Geopolitics Shifts & Narratives #4 - In search of a new international order Profound changes in the international arena are underway. Together the EU, China and the United States are the three largest economies in the world. Whereas,...