Investment Insights

Featured Investment Insights


Investment Insights

Investment Insights
Aug 08
Investment Insights

Currency Wars?

August 08, 2019

The U.S. Treasury has designated China as a currency manipulator. What does this mean for investors in the longer term?

Investment Insights
Jul 31
Investment Insights

Around the Curve

Wake Up, Europe

July 31, 2019

Negative interest rates offer a unique opportunity to build or borrow at rock-bottom costs.

Investment Insights
Jul 31
Investment Insights

Putting International Small-Caps on the Map

July 31, 2019

The case for a strategic allocation to international small cap is well supported by historical data.

Investment Insights
Jul 26
Investment Insights

Small-cap stocks

Small-Cap M&A Is Heating Up

July 26, 2019

Deceleration in economic growth could lead to an acceleration in M&A deals.

Investment Insights
Jul 24
Investment Insights

Natural Gas Offers a Path to Carbon Neutrality

July 24, 2019

The cleanest fossil fuel, natural gas can be instrumental in a transition to renewable energy.

Investment Insights
Jul 10
Investment Insights

Change at the top: The knock-on effects

July 10, 2019

Mexico’s Finance Minister resigns after just seven months and Turkey’s central bank governor is fired by the President.

Investment Insights
Jul 10
Investment Insights

The New Emerging Market Consumer

July 10, 2019

The evolution of consumer spending patterns in emerging markets is a fascinating aspect of the growth story and a compelling investment theme.

Investment Insights
Jul 10
Investment Insights

Yearning for Yield

July 10, 2019

Defensive equity income provides investors with an attractive source of dividends which play an increasingly integral role during low equity return environments.

Investment Insights
Jul 08
Investment Insights

Around the Curve

Chart of the Moment: The Dollar

July 08, 2019

Is the dollar about to follow the script from 1998?

Investment Insights
Jul 08
Investment Insights

Around the Curve

Australia: A Structural Story

July 08, 2019

Despite prevailing pessimism, Australian structural realities support a more optimistic outlook.

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