Eyeing up APAC opportunities as we approach 2025
As we enter the final quarter of 2024, we see many opportunities presenting themselves across the APAC region.
What’s in store as the rate cycle turns?
Ariel Bezalel and Harry Richards assess the factors that helped tame inflation and analyse the prospects for the global economy in the months ahead.
The Hitachi blueprint: corporate restructuring in Japan
Dan Carter and Mitesh Patel examine some corporate restructuring stories in Japan, where much progress has already been made but the market is hungry for more.
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Eyeing up APAC opportunities as we approach 2025
Eyeing up APAC opportunities as we approach 2025
As we enter the final quarter of 2024, we see many opportunities presenting themselves across the APAC region.
Read time- 5 min.
28.10.2024
What’s in store as the rate cycle turns?
What’s in store as the rate cycle turns?
Ariel Bezalel and Harry Richards assess the factors that helped tame inflation and analyse the prospects for the global economy in the months ahead.
Read time- 5 min.
10.09.2024
The Hitachi blueprint: corporate restructuring in Japan
The Hitachi blueprint: corporate restructuring in Japan
Dan Carter and Mitesh Patel examine some corporate restructuring stories in Japan, where much progress has already been made but the market is hungry for more.
Read time- 9 min.
25.07.2024
UK general election: our experts react
UK general election: our experts react
We asked some of our experts for their immediate reaction to the UK general election, to give an investment perspective on what the future may hold for the market.
Read time- 6 min.
05.07.2024
Asia Pacific for income and growth
Asia Pacific for income and growth
In his latest video, Jason Pidcock discusses the best opportunities in the Asia Pacific region, the importance of diversification, and more.
26.06.2024
The importance of diversification
The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
Read time- 5 min.
24.06.2024
Modi’s re-election augurs well for reforms
Modi’s re-election augurs well for reforms
Avinash Vazirani and Colin Croft say India offers a compelling choice for long-term investments as Modi stays as the prime minister for another five-year term.
Read time- 7 min.
05.06.2024
The disinflation story is still intact
The disinflation story is still intact
Q1 of 2024 has seen a slight reacceleration in inflation data in the US on a month on month basis, which has brought some market participants to question whether the disinflation story is still intact.
Read time- 7 min.
03.06.2024
Remoteness: Accessing the best of emerging markets
Remoteness: Accessing the best of emerging markets
Jason Pidcock and Sam Konrad discuss the theme of “remoteness” and highlight where they’re finding the most attractive emerging market opportunities in Asia Pacific.
Read time- 6 min.
10.04.2024
Australia: The world’s most attractive developed market?
Australia: The world’s most attractive developed market?
Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.
Read time- 5 min.
20.03.2024
Asia Pacific equities: Enablers of the AI revolution
Asia Pacific equities: Enablers of the AI revolution
Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.
Read time- 6 min.
11.03.2024
India: All eyes on Modi’s prospects amid growth optimism
India: All eyes on Modi’s prospects amid growth optimism
Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
Read time- 7 min.
01.03.2024
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