LATEST ARTICLES
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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...
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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...
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16/06/2022 · 4 min readWeekly investment update – Twists and turns
Last Friday, after the latest inflation US data, everything seemed clear already: Higher-than-expected inflation in May would lead the Federal...
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15/06/2022 · 3 min readAsset allocation update – Reducing our underweight in Japanese government bonds
Bond markets have been testing the Bank of Japan’s (BoJ) commitment to maintain yield curve control by keeping yields on...
