LATEST ARTICLES
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Asset allocation update – Any landing will not be soft
Our multi-asset allocations have become more cautious since late February, with equity risk-taking now some 75% lower than it was...
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What links impact investing and private equity?
In impact investing, investments can contribute to a measurable positive social and/or environmental impact alongside earning financial returns. In our...
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Weekly investment update – A turning point in mid-June
With no sign of respite from inflationary pressures, central banks are embarking on a significant tightening of monetary policy. Valuations...
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Will value stocks continue to outperform expensive sector peers?
Value stocks have strongly outperformed their growth sector peers since late 2020, when they became as cheap as they were...