12 September 2018
I have previously argued that President Xi Jinping is forcefully changing the political and economic incentives that have been in […]
11 September 2018
Experience teaches us that it’s best, where possible, to avoid being the bearer of bad news. Yet to front up […]
30 August 2018
Early in the summer major tensions flared up within the German coalition government in a period also marked by German-Franco […]
20 August 2018
With cost of capital constraints forcing many banks to distribute part of their commercial real estate debt, many fund managers […]
13 August 2018
In this second of our two-part look at the themes now challenging the Goldilocks narrative, we find a ‘fourth bear’ […]
10 August 2018
This article is the first of a two-part look at the themes now challenging the Goldilocks narrative: signs of diverging […]
26 June 2018
Exposure to foreign currencies is typically a by-product of international investing – by purchasing foreign assets, the investor also obtains […]
11 May 2018
Our general economic outlook for the rest of 2018 is for continued growth with low, but rising inflation worldwide. In this […]
07 May 2018
After months of weakness relative to both major and emerging market currencies, the US dollar has rallied in April Exhibit […]
24 April 2018
As a key natural resource, water plays a major role in industries across the economy as well as being essential […]
20 February 2018
2017 was a disappointing year for currency investors. The consensus view of a stronger US dollar after the US elections […]
12 February 2018
One of the Sustainable Development Goals that the United Nations adopted on 25 September 2015 was ‘zero hunger’ by 2030. […]
22 January 2018
One of the surprises of 2017 was the relatively poor performance of stocks making up the energy sector of the […]
12 December 2017
Daniel Morris, Senior Investment Strategist, answers questions on the outlook for asset classes for 2018. This is an extract from […]
11 December 2017
This is an extract from our Investment Outlook for 2018. To obtain a full copy of the outlook, please click […]
10 December 2017
This is an extract from our Investment Outlook for 2018. To obtain a full copy of the outlook, please click […]
09 December 2017
This is an extract from our Investment Outlook for 2018. To obtain a full copy of the outlook, please click […]
08 December 2017
This is an extract from our Investment Outlook for 2018. To obtain a full copy of the outlook, please click […]
