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Tag: Economy

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Time to separate the wheat from the chaff

Wheat prices have risen to their highest level in more...

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China’s New Regulatory Cycle

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

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A More Traditional Approach to Low Carbon Investing

Nicholas J. Paul INSTITUTIONAL PORTFOLIO MANAGER Climate change is recognized...

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Global Technology Outlook: Prioritising Company Fundamentals

Portfolio manager Denny Fish sees the current tech rally being...

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The Post-pandemic Recovery takes Shape

Emerging market fixed income Q2 review and Q3 outlook Emerging...

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Electric Vehicles and Asia Investing

Electric vehicles are leading the transition to a net zero...

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Does the Future Belong to Asia?

With rising incomes and an ever-increasing population, Asia’s rising importance...

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Opportunities Abound but ‘Politics Matters as Much as Economics’

Emerging markets (EM) remain among our long-term favoured equity markets...

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