Insights
The Opportunity in Actively Managed Emerging Market Investing
Other Insights
Global Investment Outlook
Despite the latest escalation in trade tensions and political vulnerabilities in Europe, the narrative of a synchronized global expansion remains firmly intact, while the accommodative monetary and fiscal impulse should allow the expansion to continue uninterrupted in the coming year.
Africa Re-awakening
After a difficult period, we believe the outlook for African economies and stock markets has turned positive. In 2017 we highlighted a number of developments that would make African markets more attractive, and pleasingly many of these have come to pass.
Private Alternatives Outlook 2021: The New Normal?
Unprecedented. Extraordinary. Uncertain.
Learn more Private Alternatives Outlook 2021: The New Normal?
Market Update from the Global Asset Allocation Team – August 2021
Sentiment wavered somewhat in July as investors contemplated the global spread of the highly-transmissible delta variant and its implications for the reopening and the recovery.
Learn more Market Update from the Global Asset Allocation Team – August 2021
Market Update from the Global Asset Allocation Team – June 2021
Investor optimism lingered-on in May as the post-pandemic global economic revival gained further momentum.
Learn more Market Update from the Global Asset Allocation Team – June 2021