Insights
The Role of Private Alternatives in Hedging Inflation
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Thoughts from our Global Emerging Markets Team – Emerging Markets Dividend Investing
Coming off the back of a notable long period of very low interest rates globally, this report examines the past evolution of this style of investing (emerging market dividend investing), and examines whether there is a renewed opportunity and demand to allocate to emerging markets equity high yielding strategies.
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Agriculture’s resilient 2020 paves way for solid 2021
The investment thesis for agriculture was put to the test in 2020 as the COVID-19 crisis unfolded. There were both positive and negative economic factors arising from the pandemic and its impact on the economy, however, on balance, the agricultural markets and economies emerged relatively unscathed.
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Is the Bond Market Getting Ahead of Itself?
The shape of the yield curve has changed significantly over the past six months.
ESG Everyday: A Framework for Fixed Income Portfolios
The words Environmental, Social and Governance have become commonplace in the lexicon of investors of late.
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This Time, It’s Different
Moving into 2021 as a mindful bond investor.