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(Olympic) gold and stock market returns
What does Team GB's Olympic performance mean for your investment returns?
- Date published
- 22 Jul 2024
- Tag
- UK Equities
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French elections:Machiavellian or tête brûlée
French President Macron’s surprise snap elections brings increased risk for investors.
- Date published
- 28 Jun 2024
- Tag
- European Long-Term Unconstrained
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Electrification - Infrastructure’s staggering task ahead
As the clean energy and electrification revolution continues to gather speed, we deep dive into what this means for the once “boring” listed utilities space.
- Date published
- 23 Oct 2023
- Tag
- Australia Real Income
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Where’s the Beef? It’s Emerging Markets Earnings….
Back in the 80s, an American fast food chain made the memorable slogan, “Where’s the beef?” to imply that its competitors were not providing enough substance – in this case - beef! In this update on the Emerging Markets (EM) we take some
- Date published
- 6 Jul 2023
- Tag
- Global Emerging Markets
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It's freezing out there, but we are not talking about the weather...
The emerging issue for investors in unlisted Real Assets.
- Date published
- 9 Dec 2022
- Tag
- Australia Real Income
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Australian takeaways from China's 20th party congress
Continued steel and iron ore uncertainty
- Date published
- 10 Nov 2022
- Tag
- Australia Value Equity
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The spice of "Australian" Value
Is a Global ETF really the best way to partake in the Value style for Australian investors?
- Date published
- 9 Nov 2022
- Tag
- Australia Value Equity
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All eyes on wage inflation
Wage inflation is critical to assessing the risk of inflation turning structural.
- Date published
- 30 Oct 2022
- Tag
- Global Long-Term Unconstrained
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Real Assets - A tactical opportunity in an inflationary world
In a world of persistent inflation and growing economic uncertainty, our Real Asset specialists discuss the ‘right’ listed Real Assets that can thrive in this environment.
- Date published
- 8 Aug 2022
- Tag
- Australia Real Income
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Growth vs. Value: Where’s the Quality in that?
An analysis of what style best captures the long-term emerging market opportunity.
- Date published
- 28 Jul 2022
- Tag
- Global Emerging Markets
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Headwinds and Tailwinds: Who stands to benefit from the new investment landscape?
Recent market events have shaken us all and, although the long-term investment outlook for emerging market equities remains positive, we thought it pertinent to revise our outlook in the shorter term.
- Date published
- 3 May 2022
- Tag
- Global Emerging Markets
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The Tide Continues to Turn for the Value-Growth Dynamic
As the economic reopening gathers momentum, the Value style is witnessing a swing from performance headwinds to tailwinds. The time is now to capitalise on this thematic.
- Date published
- 28 Apr 2022
- Tag
- Australia Value Equity