Learning from the market

Friedrich Nietzsche told us, ‘The future influences the present just as much as the past.’ Events that haven’t happened yet have a great influence upon the world we see today. When it comes to current market valuations, Nietzsche’s contention looks compelling.

15 December 2020 | Amit Lodha
Sustainable investing in China

Sustainable investing in China

Different layers of grey – Portfolio Manager, Jing Ning explains why sustainable investing in China is too complicated to be dealt with by a simple tick-box in her latest from the desk of.

18 December 2019 | Jing Ning
From the desk of Jing Ning

From the desk of Jing Ning

It is a widely held belief that China is a growth market where a growth strategy will consistently outperform, while the reality is quite different. Jing Ning shares her thoughts on the current market environment, the framework it provides for value stocks and the historical context for their performance.

28 October 2019 | Jing Ning
From the desk of James Abela

From the desk of James Abela

The heady days of reckless momentum passed their peak around six months ago and with it went the exuberant sales-based valuations of concept stocks and billion-dollar-loss-making companies. Could this just be the beginning of a market reality check?

15 October 2019 | James Abela
Is the end of globalisation the end of global investing?

Is the end of globalisation the end of global investing?

There are increasing concerns that the period of globalisation is drawing to a close and the countries are moving away from trade liberalisation towards increased trade protectionism, which could have far-reaching consequences for economies, companies and investors. 

29 July 2019 | Amit Lodha
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