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Multi-Asset

Superyachts and global economics

We explain how browsing the pages of Boat International gives us an insight on the global economy.
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Multi-Asset

Recession?

Is a recession on the cards? We examine some of the warning signals.
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Emerging Markets

Trip notes: Vietnam - the emerging China?

It’s very hard to visit Vietnam and not get excited about the opportunity.
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Multi-Asset
April 24, 2019
4 min read
Superyachts and global economics We explain how browsing the pages of Boat International gives us an insight on the global economy.
READ NOW
Multi-Asset
April 18, 2019
4 min read
Recession? Is a recession on the cards? We examine some of the warning signals.
READ NOW
Emerging Markets
April 15, 2019
10 min read
Trip notes: Vietnam - the emerging China? It’s very hard to visit Vietnam and not get excited about the opportunity.
READ NOW
Responsible Investment
April 15, 2019
5 min read
ESG Viewpoint - International Corporate Governance Network We recently attended the International Corporate Governance Network conference in Amsterdam
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Responsible Investment
April 12, 2019
3 min read
Mexico in focus We travelled to Mexico City and met with a variety of companies, as well as the Mexican Stock Exchange.
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Multi-Asset
April 12, 2019
3 min
Global Perspectives - April 2019 For Europe in 2017, everything looked bright and promising. 2018, however, saw a change in fortunes
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Multi-Asset
April 12, 2019
6 min read
Housing affordability A closer look at analysis by Demographia on housing affordability around the world.
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Multi-Asset
March 18, 2019
2 min read
Italy’s debt trap Italy is in a debt trap – and we see little prospect of sustained recovery whilst it remains within the eurozone.
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Multi-Asset
March 18, 2019
3 min read
Myanmar: more than meets the headlines Read our travel note from Myanmar to discover what lies beyond the negative news articles
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Multi-Asset
March 13, 2019
3 min read
Made in China 2025 We assess China’s strategy for avoiding the looming middle-income trap
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Multi-Asset
March 12, 2019
3 min read
Back to the races? Most developed markets performed well in February – but is the recent correction really over?
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Responsible Investment
March 11, 2019
3 min read
Responsible Investment themes in 2019 Five key themes set to shape the responsible investment agenda in 2019.
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Responsible Investment
March 8, 2019
4 min read
ESG Viewpoint - Gender Diversity We recognise the value that diversity in the boardroom and senior management can bring to an organisation
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Emerging Markets
February 26, 2019
4 min read
Why we prefer companies with little to no debt We appreciate sleeping comfortably knowing that, even in the worst of times, debt won’t be the variable that will cause an undue issue.
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Emerging Markets
February 20, 2019
4 min read
Trip notes: Thailand and Malaysia Read about our recent visits to Thailand and Malaysia, as well as some of the companies we met with.
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Responsible Investment
January 29, 2019
2 min read
Green bonds issuance Public pressure and the ability to attract foreign capital are driving progress in...
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Responsible Investment
January 28, 2019
2 min read
GDPR GDPR was introduced last year to help EU citizens gain control over their personal data.
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Emerging Markets
January 17, 2019
6 min read
India: a positive outlook Our long-term outlook for India remains unchanged. It is the largest democracy in the world and is among the fastest growing
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January 14, 2019
10 min read
Market Reviews - December 2018 GBP
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Global Equities
January 10, 2019
8 min read
Opening Bell 2019 This time last year we were enjoying a positive background for markets with synchronised global growth and a surge in profit expectations. Today the mood is very different. Growth has slowed, markets ended 2018 on a sour note and fears of recession are widespread.
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Multi-Asset
January 9, 2019
2 min read
The Cashless Society There is a push by governments in many parts of the world to substantially reduce cash transactions.
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Multi-Asset
January 9, 2019
4 min read
The Demographic Challenge We have often reflected upon the startling changes the ageing population will have upon the world...
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Multi-Asset
January 9, 2019
3 min read
China The world’s locomotive is slowing. Recently the Bankfor International Settlements reported: The Chinese economy gradually decelerated throughout the year...
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Multi-Asset
January 9, 2019
6 min read
Australian House Prices It is no fresh revelation that house prices in Australia have streaked to astronomical levels.
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