Perspectives

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Global Alpha Research Agenda 2023

Key Points The current market environment is offering many opportunities to the patient investor The...

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Investing in Interesting Times

What happened to major asset prices before 2022 and what changed in 2022? This article...

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Central Banks: Next Steps in Fighting Inflation

ECB: All eyes are on the upcoming ECB meeting this Thursday when the next step in...

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JP’s Journal: Should Have Been a Fun Manager

My wife is an archaeologist. When in social gatherings her job has always garnered more...

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Long Term Capital Market Expectations – UK Edition

UK regional edition of our January 2023 Long-Term Capital Market Expectations. These proprietary expectations represent a forward...

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When will Central Banks Cease Tightening?

Markets suggest the US has almost reached an inflection point, while the UK and Europe have further...

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‘Weeding Out’ Not-Quite-So Green Bonds

The additionality and environmental credentials of each issuance must be scrutinised. Limiting climate change and addressing the...

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Tapping the Potential of the New Asian Consumer

Summary The behaviour of Asian consumers is changing, resulting in both challenges and opportunities for consumer companies....