Blog

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In Depth
Q2 Earnings Season – Europe in Pole...

The global macro environment appears shrouded in uncertainty,...

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In Depth
Time to separate the wheat from the...

Wheat prices have risen to their highest level...

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In Depth
China’s New Regulatory Cycle

Since first visiting China in 1982, I’ve witnessed...

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Perspectives
Forward on Calm seas, Adaptive and Agile...

VIEWPOINT Maintaining your course, even in turbulent times...

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In Depth
Revisiting Earnings Acceleration as a Source of...

Earnings acceleration—a change in the velocity of growth—indicates...

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Perspectives
Market Rises on US Infrastructure, Subdued Inflation

As of noon on Friday, global equities established...

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Perspectives
Increasing Transparency Through Disclosure

Kate Fowler, senior responsibility analyst at the international...

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Perspectives
Summer Firmly Descends on the Markets

Both equities and bonds are often characterised by...

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Perspectives
What Does Company Optimism Tell us About...

Our recent observations of corporate behaviour have seen...

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In Depth
The Changing Landscape of the Large- and...

Nicholas J. Paul INSTITUTIONAL PORTFOLIO MANAGER Historically, an...

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