LATEST ARTICLES
-
28/06/2022 · 3 min readAsset 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...
-
27/06/2022 · 5 min read 
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...
-
23/06/2022 · 5 min readWeekly 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...
-
17/06/2022 · 3 min readWill 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...
