Insights Hub
935 insights found
05 January 2016
When the outlook is poor, anything can generate high volatility
Geopolitics likely to keep equity markets sensitive.
18 March 2016
With a little help from policy makers
Post rally, equity allocation trimmed to underweight.
15 January 2016
EMs: Riding the commodities' roller coaster
International commodity prices have been falling at double-digit rates since mid-2014 with long lasting consequences for EM commodity exporters' growth.
12 January 2016
China 2016 outlook - Three Rs: Rebalancing, Risk and Reform
The dreadful opening week of the Chinese markets for 2016 has reignited concerns about the world's second largest economy.
11 January 2016
An ESG integrated approach to buy and maintain credit investing
Over the past several years, both Smart Beta strategies and responsible investment (RI) have garnered increasing attention from investors across the globe
31 December 2015
RI annual review 2015
Undoubtedly, 2015 was the ‘Big Bang’ equivalent for Responsible Investment (RI).
16 October 2015
October 2015 - Diminishing expectations
The last three months have been disappointing, for the global economy and the financial markets. The Chinese slowdown earlier this year and its side effects on global trade and commodity producers,.. ...
01 July 2015
The Momentum Anomaly
Historical data shows that a company's medium-term trailing price performance has been a robust predictor of forward earnings growth. In our view, this link between investor sentiment and future ...
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