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Insight

Tue 22 Nov 2022
In brief Equity investors cheered slower inflation in the U.S. and China’s announcement to ease COVID restrictions. While equities look attractive for long-term investors, there are still some short-term headwinds that investors should prepare for.
Tue 22 Nov 2022
In brief Equity investors cheered slower inflation in the U.S. and China’s...
Wed 16 Nov 2022
If energy insecurity remains a big problem for many countries today, the food and...
Tue 01 Nov 2022
Kerry Craig's 4Q22 guide to the markets - fixed income.
Wed 26 Oct 2022
The great unwind in monetary stimulus has led - and will continue to lead - equity...
Mon 24 Oct 2022
We don’t see that past playbook working this time due to the recession we expect...
Mon 24 Oct 2022
However, there are signs of system stress, which may lead to a moderation in the...
Thu 13 Oct 2022
THIS QUARTER’S THEMES Overview
Wed 12 Oct 2022
Kerry Craig's 4Q22 guide to the markets.
Tue 11 Oct 2022
This informs our long-term investment views. Private markets are long term by design...
Tue 27 Sep 2022
Case in point: last week’s rate-hike blitz. This all implies a clear sequence:...
Tue 20 Sep 2022
This was consistent with our long-argued perspective that inflation (when it...
Fri 26 Aug 2022
Global high yield credit factors outperformed the ICE BofA Global High Yield Index...
Wed 17 Aug 2022
In brief After a sharp sell-off this year on the back of the Federal Reserve’s...
Mon 15 Aug 2022
Because we don’t quantify the benefits of nature, we overlook them altogether. Johan...
Tue 26 Jul 2022
The Great Moderation is over!
Tue 14 Jun 2022
The Reserve Bank of Australia (RBA), like its peers in other developed economies, is...
Sun 15 May 2022
Paying higher prices for dwindling quantities would send stagflationary alarm bells...
Mon 09 May 2022
Kerry Craig's 2Q23 overview guide to the markets.
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