December 1, 2021

HIV: the end of the tunnel?

Forty years after it first appeared, there is finally a realistic prospect of eradicating HIV using the combination of prevention and scientific advances

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November 29, 2021

Growth vs Value Style in Equities, Chapter 3: our vision for 2022

After five months of a strong rotation in styles towards “value” stocks and profit-taking on “growth” stocks, the market has once again placed its trust in fundamentals and favoured growth stocks

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November 25, 2021

Looking to shield portfolios from higher interest rates and inflation?

Fixed income investors always keep a close eye on central banks’ interest rate trajectory – because the moment interest rates go up, bond prices fall

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November 24, 2021

Mental health: a priority investment area

Population ageing and the consequences of the pandemic will significantly increase the prevalence of mental illnesses in the years to come

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November 24, 2021

Equity markets supported by excellent earnings

After the mild correction in September, global equity markets more than recouped these losses in October, ending the month on a new historic high

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November 15, 2021

"Every breath you take...

...and every move you make, every bond you break, every step you take, I’ll be watching you.” The Police were not referring to monetary policies, but it sure is a nice musical framing of October’s market situation and development.

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November 10, 2021

Going with the trend

Discover what CTAs can do in this age of low interest rates… And how they do it

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November 3, 2021

Investing in Direct Lending

Direct lending by specialist managers, as an option to borrowing from banks, is a growing form of financing

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November 3, 2021

Japan: political stability preserved, don’t expect a game changer

Japanese stocks outperformed global equities following the resignation of Yoshihide Suga as Prime Minister of Japan and President of the governing Liberal Democratic Party (LDP)

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