Insights
Follow the Money: A Strategic Call to the Heart of The Gulf
Other Insights
Natural Capital – Agriculture and Timberland Asset Class Spotlight
With more than half of the world’s gross domestic product moderately or highly dependent on nature, recognising the value of natural capital and prioritising its sustainable management is essential for achieving long-term environmental, social and economic prosperity.
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Navigating Manager Selection as Private Credit Looks Poised to Perform
Sarah Butcher discusses how the current environment particularly favours private credit lenders and what to look for when assessing different investment strategies in the private credit space.
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Life vs Livelihood: Hobson’s Choice for Emerging Markets
In the wake of COVID-19, which of the worlds’s economies will be first to return to normalcy? Anindya Chatterjee, Senior Vice President and Lead Portfolio Manager, provides a perspective.
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Growth and Income Investing in Emerging Markets – The Trend Continues
Following on from a piece written in August 2018, we continue to see the case for growth and income investing in Emerging Markets.
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2019 Asia Market Outlook
At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.