Featured Insights


Chart of the Week

CRUDE OIL SAVED THE S&P

Source: Bloomberg, April 19, 2018 Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.

 

Crude Oil Saved the S&P

Chart of the Week

Market Snapshot

Faceoff over crude

OPEC’s meeting had some unexpected commentary; the Fed heard tales of good times; Bank of England surprised its markets.


Featured Insights

Investment Insights
Apr 16
Investment Insights

Navigating Emerging Markets

Revving The Innovation Engine

April 16, 2018

Emerging markets are rapidly becoming synonymous with innovation. Strong technical education, state support and growing internet penetration, have all driven a surge in creativity.

Investment Insights
Apr 03
Investment Insights

EM Election Update

April 03, 2018

There is a busy election calendar across emerging markets this year, with potential consequences for the direction of prevailing economic, social and trade policies (and, by extension, conditions for businesses). Here are some of the near-term political events we are thinking about...

Market Outlook
Mar 20
Market Outlook

Verbal Reasoning

March 20, 2018

No one person is capable of knowing the best selection of emerging market stocks. A team of sector specialists with equal voices could be a better solution.

Market Outlook
Mar 16
Market Outlook

Above the Noise

China's Top Three Priorities

March 16, 2018

China has been grabbing headlines due to the recent elimination of fixed terms for the President and Vice President, as well as the government’s intervention in a number of large-scale local businesses. However, there are other developments which will have a more tangible impact on the economy, that have received much less attention.

Market Outlook
Mar 12
Market Outlook

Emerging Markets with Less Surprises

March 12, 2018

To what extent can an investor enjoy the growth of a select pick of emerging market companies, while taking methodical steps to avoid as many unrewarded risks as possible? Kim Catechis, head of emerging markets at Martin Currie, gives his take on the challenge.

Market Outlook
Mar 08
Market Outlook

Above the Noise

The New Normal of Higher Rates

March 08, 2018

With the first Fed rate hike of 2018 likely to occur later this month, we’re going to start hearing a lot more about debt.

Market Outlook
Mar 07
Market Outlook

Above the Noise

Steel Tariffs - Who Gets Hurt

March 07, 2018

International capital markets have been roiled as President Trump announced that he intends to apply 25% tariffs on all imports of steel into the US and 10% on aluminium, as this will, in his opinion, protect the US domestic steel industry.

Investment Insights
Mar 01
Investment Insights

South Africa After Zuma

March 01, 2018

South Africa’s recent change in president was greeted with euphoria by markets – at least initially – but it also served as a reminder to investors of the importance of keeping a clear head.

Investment Insights
Feb 21
Investment Insights

ESG

A Strident Call on Sustainability

February 21, 2018

The European Commission has upped the stakes on incorporating sustainability into the way we invest. It is all part of a recent recommendation on how the financial system in Europe should operate.

Investment Insights
Feb 15
Investment Insights

Global Equity Income

Quality In Depth

February 15, 2018

Mark Whitehead analyses the impact of interest rate rises and the recent volatility in markets and gives his general outlook for 2018.

Investment Insights
Feb 14
Investment Insights

The Digital Revolution Will Be Mobilised

February 14, 2018

A large proportion of emerging market populations now access the internet principally via smartphones. This is spurring phenomenal innovation and driving huge growth in e-commerce.

Investment Insights
Feb 07
Investment Insights

Recent market volatility

Market update - Global Equity Income

February 07, 2018

Mark Whitehead gives his explanation on the recent bout of market volatility and what it means for global equity income funds.

Investment Insights
Jan 30
Investment Insights

EM elections Q1

January 30, 2018

It’s a busy political year in emerging markets, with significant elections in twelve countries. Four elections occur in the first quarter of 2018 and this is our overview of their likely implications and outcomes.

Investment Insights
Jan 25
Investment Insights

How Emerging Markets Are Transforming Global Trade

January 25, 2018

In contrast to growing protectionist policy measures in many developed economies, EM countries are actively cultivating and developing their trade partnerships.

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