Asia is on course to dominate the 21st century, bringing a wealth of investment opportunity.
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Biden focus on regulation could have broad impact
Biden has signaled his intention to use his administration’s regulatory authority to pursue many domestic policy priorities.
The Gamechanger has arrived
The recent Pfizer vaccine announcement (followed swiftly by Moderna’s) was the gamechanger.
START: The emerging market equivalent of the FAANGs
Despite emerging markets (EMs) underperforming in 2018 and 2019 and continuing to underperform the S&P 500 in 2020, it would be wrong, in our view, for investors to walk away.
Should the pollsters be fired?
The polls promised us a landslide victory. Instead we were left with days on the edge of our seats. After a disaster in 2016, is it time to fire the pollsters?
Seeking diversification in a zero-rates world
Portfolios combining bonds and equities have thrived in the 2000s and 2010s, as the structural decline in interest rates propelled bond and equity markets higher.
More Fallen Angels Ahead in Europe?
European credit has not escaped the global waves of ‘fallen angels’ in the investment-grade market and defaults in the high-yield market.
Small but mighty
The global pandemic has now fast-tracked some emerging trends. We believe smaller companies are situated at the cusp of transformative investment themes with some strong tailwinds.
A not so straightforward US election
Amid all the drama in the US presidential race, it is easy to forget that elections for the Senate and House of Representatives (frequently referred to as the House) are also taking place concurrently
Mind the standard fund threshold
Modest funding of a pension over a long period of time can lead to breaching the threshold. The potential to breach the threshold may be further compounded by the current political focus on it
Golden Years
Where previously gold was a quirky ‘alternative’ asset class, potential flow is approaching the sector from all quarters.
Fed repression could turn to Fed regret
The risk of asset bubbles means that zero rates could come back to haunt the Federal Reserve.
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