Author: pammyjoha

10.05.2019

Facing challenges in global equities markets

Challenging conditions in global equities markets over recent months should be understood in a long-term context.

11.04.2019

Seven deadly sins of investor behaviour

Psychological research suggests that markets are not wholly efficient, but are swayed by behavioural biases.

09.04.2019

The Cycle May Be Slowly Turning

Better China and European PMI data, the reduced chance of a no-deal Brexit and cooling Sino-US tensions all help to...

03.04.2019

China's reforms will improve companies' ROE

While the long-term outlook for China is good, investors should look closely at Chinese companies' return on equity (ROE).

02.04.2019

The Fed’s Rules Have Changed

The US Federal Reserve (Fed) has reversed course and data is slowly improving in the rest of the world. which...

25.03.2019

Keep active and get physical

There are notable benefits of having actively-managed gold exposure.

15.03.2019

Re-engage with equity market neutral

Investors should re-engage with equity market neutral as an uncorrelated investment strategy able to enhance risk adjusted returns.

15.03.2019

Why emerging markets bounced in early 2019

Three forces holding back emerging markets last year have largely abated, says Nick Payne, head of global emerging markets.

14.03.2019

Will the world move back to a gold-based monetary system?

Gold as the world’s best apolitical form of money is well placed to benefit from any weakness in the petrodollar...

14.03.2019

Don’t fall into behavioural traps

Behavioural or psychological biases such as herding can lead to market mispricing of equities.

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