Author: pammyjoha

04.06.2019

Market Minutes: finding value in a little understood asset class

CoCos may not be well-understood, but there are a number of reasons to consider them carefully

04.06.2019

Market Minutes: a unique approach to European equities

How our global equity team’s investment philosophy and process is now being applied to two European funds

04.06.2019

Market Minutes: taking the temperature of global equities

Is investor sentiment cautious? The rise in equities in 2019 has to a large extent been in defensive assets, argues...

04.06.2019

Market Minutes: being selective in emerging market bonds

Emerging markets bonds have got off to a strong start this year, but it is important to be selective.

11.04.2019

Seven deadly sins of investor behaviour

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

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).

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...

Loading....%