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This Quarter (Q2 2019) Hide
MARKET OUTLOOK
Previous Quarter (Q1 2019) Hide
Q4 2018 Show
BLOG
On the face of it, the US presidential process for deploying nuclear weapons bears little similarity to investment management. But the two share a crucial problem that, left unaddressed, poses considerable risk.
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
Q3 2018 Show
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
Q2 2018 Show
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
BLOG
Growth stocks have been fuelled by a number of factors unique to this economic cycle, but a shift in conditions may see a value comeback.
BLOG
We remain confident in the long term outlook for companies that are on the right side of change.
BLOG
With several indicators pointing to the end of the global economic expansion, what should investors expect next?
BLOG
On-the-ground fixed income research in central and Eastern Europe
BLOG
US President Donald Trump’s experiments in trade warfare could influence correlations between equities and fixed income.
PRICE POINT - IN BRIEF
Q1 2018 Show
BLOG
A rise in inflation and tighter monetary policy certainly could be a risk to “goldilocks” but some injection of uncertainty feels normal as well as healthy.
PRICE POINT - IN BRIEF
GLOBAL ECONOMY
PRICE POINT - IN BRIEF
BLOG
Finding Value in Emerging Markets
PRICE POINT - IN BRIEF
POLICY INSIGHTS
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
BLOG
Assessing the technicals, fundamentals and valuations of the market
PRICE POINT - IN BRIEF
BLOG
Botswana’s economy faces challenges, but we see definite improvement
PRICE POINT - IN BRIEF
BLOG
The untapped potential of Sri Lanka
PRICE POINT - IN BRIEF
BLOG
Could the prospect of rising inflation change the economic regime and, at worst, end the equity cycle?
BLOG
Low headline volatility disguises some big return spreads and a meaningful shift in the market fabric.
PRICE POINT - IN BRIEF
POLICY INSIGHTS
PRICE PERSPECTIVE - IN DEPTH
MARKET COMMENTARY - FIXED INCOME
PRICE POINT - IN BRIEF
PRICE POINT - IN BRIEF
BLOG
One interesting characteristic of the China A-share market is that there is currently very little correlation between valuation and quality.
BLOG
As more countries move along the path to prosperity, who will be next and how will the frontier universe evolve going forward?
BLOG
In some ways, today's risk environment feels like the runup to the Global Financial Crisis
ASSET ALLOCATION VIEWPOINT
BLOG
After a great run for risky assets, especially in emerging markets, the mood music has started to change
BLOG
We believe a cautious approach is justified by the current risk environment.
BLOG
Despite the proximity of the three countries, the drivers of each economy are different.
PRICE POINT - IN BRIEF
BLOG
After all the excitement in March, April was a slower month for markets
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