Get a different view and a deeper understanding, with market commentary and helpful insights from our fund managers.
The value trapped in our closets
The start of the new year is traditionally a time of discarding unwanted presents and disposing of last year’s clutter. But before you reach for the bin, there is a growing range of reuse options available. A burgeoning group of companies are offering solutions to monetise unwanted items and extend the lives of products.
Daily market review
The era of stimulus is over
Former Fed chair Janet Yellen famously said that central bank policy should be like ‘watching paint dry: uneventful, unsurprising and dull. As the Fed removed any doubt that the era of ultra-stimulus is over, 2022 will be anything but boring.
Our picks
A conversation with Paul Taylor
Rich Pickings podcast: The uncomfortable trade
A post-COVID world: EM's time to shine
Fidelity called out as 'Responsible investment Leader'
Shake it off: Recovery expected, but risks remain
Against a backdrop of the ongoing pandemic, tighter regulation in China, and the prospect of reduced policy support from global central banks, 2021 has not been without its risks. However, as we look to the new year, we see opportunities for careful, bottom-up stock pickers in a wide range of industries across Asia
Three key priorities in sustainable investing in 2022
An investor’s guide to the year ahead across environmental, social and governance (ESG) factors - including the key themes of deforestation, the just transition and double materiality.
2022 Outlook: Emerging Markets
It is hard to predict how markets will behave in a year’s time. Still, we believe that most emerging economies' underlying structural growth trends will continue to drive corporate earnings and returns for investors over the medium-to-long term. While we remain aware of what is happening on the macroeconomic and political fronts, we will stay focused on the companies we either own or want to include in the strategy to drive alpha for our investors.
2022 Outlook: Global equities
2022 Outlook: China
2022 Outlook: Asia
2022 Outlook: Australian equities
2022 Outlook: Sustainability
