2022 Sustainable Investing Report
High Growth Opportunities in a Low Growth World
With over thirty years of experience in smaller emerging and frontier markets, our investment approach has always placed a strong emphasis on applying a strict macro overlay. This enables us to carefully identify the stocks that in our view benefit most from structural local reforms and avoid potential crises.
Is the Bond Market Getting Ahead of Itself?
The shape of the yield curve has changed significantly over the past six months.
This Time, It’s Different
Moving into 2021 as a mindful bond investor.
A Strategy for all Seasons
While it may not be as clear as leaves falling off trees in Fall, seasonality still exists in the bond market.