Author: sophiecotting

25.11.2019

Avoiding the sidelines in China

China equity valuations are supportive, the country’s growth story is compelling and we would expect to see investors increasing their...

21.11.2019

Beta clockers

Investors can hold physical gold alone, or enjoy the beta benefits of broadening their reach.

21.11.2019

The great reversal

The low-growth, strong-dollar cycle may be nearing an end.

21.11.2019

The great reversal

The low-growth, strong-dollar cycle may be nearing an end.

20.09.2019

Market Minutes: what next for China?

What the future may hold for China, its economy and stock market

20.09.2019

Market Minutes: finding treasure in emerging market equities

Why searching for strong economic moats is a good way to find companies able to sustain profitability over many years.

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