Insights
Follow the Money: A Strategic Call to the Heart of The Gulf
In a world where geopolitical tensions often dictate the ebb and flow of international markets, the Gulf Cooperation Council (GCC) nations stand apart, against common misconception.
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Other Insights
Thoughts from our Global Emerging Markets Team – Emerging Markets Dividend Investing
Emerging Markets
May 5, 2021
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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Is the Bond Market Getting Ahead of Itself?
Fixed Income
February 15, 2021
The shape of the yield curve has changed significantly over the past six months.
This Time, It’s Different
Fixed Income
December 15, 2020
Moving into 2021 as a mindful bond investor.
A Strategy for all Seasons
Fixed Income
October 8, 2020
While it may not be as clear as leaves falling off trees in Fall, seasonality still exists in the bond market.
The Emerging Markets Consumer
Emerging Markets
October 28, 2019
Evolution and Premiumisation of the Emerging Markets Consumer