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Global Equities: Focus on the Predictable

Global Equity Portfolio Manager Gordon Mackay believes investors should focus...

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Real Estate Outlook – APAC, Edition 4 – 2021

APAC economies slowed in the third quarter. Apart from China,...

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The Beginning of the Beginning: Byte, Atom, Gene

Franklin Equity Group is excited about the future; whatever the...

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Emerging Markets Spotlight

The opportunity within emerging markets is more compelling than the...

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Santa is a Hawk

We want to thank our readers for their attention and...

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Why Non-U.S. Equities May Be Poised for Outperformance

In this Q&A, Senior Portfolio Manager Rajesh Gandhi and Senior...

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Inflation: What if they are Wrong?

Although we share the view that current inflation is transitory,...

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The High Cost of ‘Insurance’ in Today’s ‘Aggregate’ Benchmark

Portfolio Managers Seth Meyer, John Lloyd and Head of US...

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December Op-Ed – Omicron and Macro

Key points   Omicron seems to be less severe, but...

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Republic of Peru Debuts its Sustainable Bond Framework

Sustainability and Social Bond issuances mark the country’s foray into...

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