Insights
Follow the Money: A Strategic Call to the Heart of The Gulf
Other Insights
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.
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.
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
Global Asset Allocation Team Market Update – February 2022
The new year got off to a tumultuous start.
Learn more Global Asset Allocation Team Market Update – February 2022