Systematic global equities: Tackling challenging macro environments
With volatility likely to continue, Matus Mrazik explains how a systematic approach can help to weather tough macro and style environments.
Emerging market debt: Is this as bad as it gets?
Reza Karim explains how the asset class has fared this year and which segments of the market offer potential opportunities for investors.
Notes from the Investment Floor: The outlook looks bright for India
Avinash Vazirani explains why India has held up better than many other equity markets year to date, and why the long-term outlook for India still looks positive.
In the digital age, moats may be more sink than swim
Investors should shed old thinking about structural barriers to entry, says NZS Capital’s Brad Slingerlend, if they want to invest in companies fit for the Digital Age.
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Systematic global equities: Tackling challenging macro environments
Systematic global equities: Tackling challenging macro environments
With volatility likely to continue, Matus Mrazik explains how a systematic approach can help to weather tough macro and style environments.
Tiempo de lectura - 6 Min.
23.05.2022
Emerging market debt: Is this as bad as it gets?
Emerging market debt: Is this as bad as it gets?
Reza Karim explains how the asset class has fared this year and which segments of the market offer potential opportunities for investors.
Tiempo de lectura - 6 Min.
20.05.2022
Notes from the Investment Floor: The outlook looks bright for India
Notes from the Investment Floor: The outlook looks bright for India
Avinash Vazirani explains why India has held up better than many other equity markets year to date, and why the long-term outlook for India still looks positive.
Tiempo de lectura - 6 Min.
19.05.2022
Carbone Sans Frontières: action on carbon leakage
Carbone Sans Frontières: action on carbon leakage
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.
Tiempo de lectura - 7 Min.
16.05.2022
Japan’s growth cyclicals: opportunity or trap?
Japan’s growth cyclicals: opportunity or trap?
Dan Carter and Mitesh Patel discuss opportunities and risks in the Japanese market, concluding that ‘chance favours only the prepared mind’.
Tiempo de lectura - 6 Min.
12.05.2022
Sleepwalking into an energy crisis
Sleepwalking into an energy crisis
Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.
Tiempo de lectura - 6 Min.
12.05.2022
Zen and the art of stock analysis
Zen and the art of stock analysis
The uncomfortable truth for investors is that the future is difficult to predict. So the best strategy is to focus on adaptability, says Brad Slingerlend of NZS Capital.
Tiempo de lectura - 6 Min.
12.05.2022
Notes from the Investment Floor: A ‘profit warning rich’ environment
Notes from the Investment Floor: A ‘profit warning rich’ environment
With volatility spiking, Errol Francis looks at the pressures on markets, as commentary on the economic outlook worsens and the market reacts in indiscriminate fashion.
Tiempo de lectura - 5 Min.
12.05.2022
Webcast: Taking stock of a turbulent world
Webcast: Taking stock of a turbulent world
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the path for inflation and growth, the potential opportunities for fixed income investors, and how the portfolios are positioned heading into 2022.
11.05.2022
La Reserva Federal y la inflación: ¿los árboles no dejan ver el bosque?
La Reserva Federal y la inflación: ¿los árboles no dejan ver el bosque?
El crecimiento mundial está topándose con dificultades y la inflación podría aminorar en los próximos meses. ¿Hasta qué punto pueden endurecer sus políticas los bancos centrales? Ariel Bezalel y Harry Richards comparten su visión.
Tiempo de lectura - 7 Min.
06.05.2022
Notes from the Investment Floor: Consumers chill on Netflix
Notes from the Investment Floor: Consumers chill on Netflix
As consumers tighten their belts with lower discretionary spending, Adam Darling discusses the impact on credit markets of a higher inflation, lower growth environment.
Tiempo de lectura - 6 Min.
05.05.2022
Green bonds – in search of dispersion
Green bonds – in search of dispersion
Rhys Petheram examines dispersion in the green bond market, the investment opportunities this presents and how it compares to the broader market.
Tiempo de lectura - 7 Min.
04.05.2022
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