Tag: Markets and Economy
The Resilience of ABS Under Inflation Scenarios
As market fears about inflation and potential central bank actions...
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BAKERSTEEL Electrum Fund Q3 2021 Investment Manager’s Commentary
Highlights: The Fund outperformed during the quarter, amid headwinds for...
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Long-Term Outlook: Emerging Market Debt
We remain generally constructive on emerging market fixed income assets,...
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Leveraged Finance Asset Allocation Insights: Will December’s Whiplash Make Way for Calmer Markets in 2022?
December’s market movements were head-spinning. At the start of the...
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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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