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  • 20.04.2020

    Fed policy lays the foundation for gold

    Spotlight - The US Federal Reserve has committed to a ‘whatever it takes’ approach to offset the impact of the Coronavirus on the US and global economy. The key beneficiary of this commitment will be gold.

  • 17.04.2020

    Smug Money podcast: Is impact investing the answer?

    Good With Money (25.03.2020) – Our Co-Manager of the Positive Impact Equity strategy Rupert Welchman discusses the importance of impact investing in the current environment.

  • 15.04.2020

    The Case For Frontier Debt

    Fixed-income frontier markets have seen significant growth in both importance and liquidity over the past decade. While still mainly thought of as part of global EM investments, frontier markets have “grown up” and deserve to be considered separately.

  • 31.03.2020

    India Risk and Policy Response

    India’s total infected cases (979) and fatality rate (25) remain low but it has been escalating. According to the World Health Organisation (WHO), this can become overwhelming, if uncontrolled.

  • 26.03.2020

    Gold: Explosive appreciation potential

    Our Global Head of Forex Strategy Peter Kinsella discusses the evolution of our gold outlook over the last few months and provides an update on the current climate surrounding COVID-19.

  • 19.03.2020

    Update on China’s Economy and Fed’s Backstop

    Has China turned the economic corner or will Europe and the US keep dragging it down?

  • 18.03.2020

    COVID-19 and the US dollar

    Our Global Head of Forex Strategy Peter Kinsella discusses the impact of COVID-19 on the US dollar and on the wider currency universe.

  • 12.03.2020

    Oil prices: implications for FX markets

    Our EM macro and FX Strategist Koon Chow and our Global Head of Forex Strategy Peter Kinsella discuss the steep decline in the oil price and its significant implications for FX markets.

  • 11.03.2020

    Frontier debt: a compelling investment opportunity

    We believe frontier markets offer a compelling long-term investment opportunity: the combination of faster average growth rates, mostly manageable debt loads, and higher yields is what makes them attractive.

  • 03.03.2020

    Discretionary management expertise moves centre-stage

    Le Temps (02.03.2020) - Institutional and discretionary asset managers are increasingly using the same decision-making tools and investment techniques.

  • 26.02.2020

    In 2020, Keep Calm and Buy Convertibles

    Agefi Indices (24.02.2020) - Convertible bonds’ convexity and exposure to attractive secular themes make them a strategic asset to include in portfolios in 2020 and beyond

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