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Investment strategies

What China’s 14th Five‑Year Plan Means for Investors

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China recently unveiled its 14th five-year plan (FYP) to guide the country’s economic development over the coming five years, along with the blueprint for a long-term strategy that outlines its vision for 2035. Overall, we think the new long-term plan should imply a stable outlook for China, with diverse potential opportunities for investors across different sectors. China’s … [Read more...] about What China’s 14th Five‑Year Plan Means for Investors

Popular Delusions – In Manic Markets, Pied Pipers Call The Tune

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The Game has Stopped, the moonshot has careered back to earth, and the Reddit brigade of Wall Street Bettors are bloodied but unbowed following their epic inter-generational conflict with the stock market’s status quo. Of all the take-aways to be gleaned from the recent GameStop debacle, perhaps the most salient is that, in these increasingly exuberant financial markets awash … [Read more...] about Popular Delusions – In Manic Markets, Pied Pipers Call The Tune

The Return of Inflation

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Inflation is not dead. It is not gone. It has not been tamed. We know it seems like it, especially after the past few decades which generated in many an “inflation-complacency” that feels justified. After all, following the 2008 Financial Panic, many predicted Quantitative Easing would cause hyper-inflation. When the Fed boosted the Monetary Base by more than $3 trillion … [Read more...] about The Return of Inflation

Central Bank Digital Currencies are coming

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It is very unlikely we will see a major country introduce a fully functional retail Central Bank Digital Currencies (CBDC) this year1 . That said, central banks, including some of the larger ones, seem to be speeding up their preparatory work. China’s PBoC, for instance, has conducted new tests in several large cities in recent weeks (others may be rolled out shortly in Beijing … [Read more...] about Central Bank Digital Currencies are coming

Mind the gap: impact investing through public markets

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With a deadline of 2030, the United Nations Sustainable Development Goals (SDGs) are a comprehensive list of challenges, both environmental and socioeconomic, that we face as a planet. They aim to drive prosperity for all in a sustainable way, and encompass health, hunger, the natural world and much more. When it comes to public equity markets specifically, we see a huge … [Read more...] about Mind the gap: impact investing through public markets