Featured Insights


Chart of the Week

REAL ESTATE: THE WAREHOUSE OPPORTUNITY

Chart courtesy of Clarion Partners. * Source: CBRE-EA, Clarion Partners Investment Research, Q3 2018, latest available figures. Past performance is no guarantee of future results. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.

 

Market Snapshot

U.S. Consumer: No Sale

U.S. consumers had a downbeat December; China-U.S. trade talks were set to reconvene in Washington; Mexico's Pemex got yet more help; U.K. clothiers discounted deeply, pre-Brexit


Featured Insights

Investment Insights
Feb 01
Investment Insights

Is Semiconductor Growth Over? Think again

February 01, 2019

Makers of semiconductors are seeing valuations hit amid a cyclical downturn, but the future long-term growth picture remains intact.

Market Outlook
Jan 28
Market Outlook

Four outlooks for Europe

January 28, 2019

The outlook for European stocks appears more mixed than a year ago -- with similar potential for both very good and very bad outcomes based on the macro environment.

Investment Insights
Jan 11
Investment Insights

ESG Investing

Slowing 'Fast Fashion'

January 11, 2019

The sustainability credentials of the US$1.3 trillion global fashion industry are coming under heightened scrutiny.

Investment Insights
Dec 20
Investment Insights

A Global Phenomenon Under The Radar

December 20, 2018

Online gaming could once have been dismissed as a niche market for investors, but the explosive trend is now impossible to ignore. Much of the growth is coming from Asia.

Investment Insights
Nov 11
Investment Insights

Emerging Market Equities

The World's Largest Shopping Event

November 11, 2018

Since its launch in 2009, Alibaba’s Singles Day has become the world’s largest shopping event. This year it expanded to six South East Asian countries and set new sales records.

Investment Insights
Oct 29
Investment Insights

Contagion Contained

October 29, 2018

It’s been a challenging few months for emerging markets (EM). Unsurprisingly though, as active fundamental managers we see the dislocation between negative market reactions and the actual long-term drivers of growth in the asset class as a compelling opportunity.

Investment Insights
Oct 25
Investment Insights

Have US Markets Run Out Of Rocket Fuel?

October 25, 2018

Markets around the world have fallen sharply so far in October, shaking investors out of their comfort zone. Why is this happening?

Investment Insights
Sep 07
Investment Insights

Navigating Emerging Markets

Mexico's New Deal

September 07, 2018

Only a few months ago, NAFTA (the North American Free Trade Agreement) looked dead in the water. The US seemed hell-bent on walking away from the 24-year-old deal, while Canada and Mexico were unwilling to concede any ground.

Investment Insights
Aug 23
Investment Insights

The Greater Fool Theory

August 23, 2018

After the longest US bull market in history, some caution should be taken on valuations.

Investment Insights
Aug 22
Investment Insights

Why Turkey Is Not An EM Portent

August 22, 2018

Trade is the topic du jour, with Washington having set off an apparent chain reaction in its push to extract concessions from trading partners, whether it be China, its North American Free Trade Agreement peers, the EU, or more lately – Turkey.

Investment Insights
Aug 14
Investment Insights

How Material Are ESG Ratings?

August 14, 2018

Blind reliance on companies' environmental, social and governance (ESG) ratings is problematic for investors. Individual companies can receive different scores depending on the ratings provider, while some companies can look better than others simply because they have more resources devoted to reporting.

Investment Insights
Jul 30
Investment Insights

Global Equity Income

US Labour Market: As Tight As It Gets

July 30, 2018

Anemic wage growth in the US has been a central concern of economists in recent years, in no small measure due to its dampening effect on consumption. However, fast forward to the summer of 2018 and the situation is changing rapidly, driven by the tightening labour market.

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