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30 November 2021 • By Damien Hennessy • 1 min read
By comparing the returns of developed markets to emerging markets (EMs) using the building blocks of earnings per share (EPS) growth, income, valuatio...
READ MORE With 2021 characterised by strong commodity prices, we are often asked our view in terms of the sustainability of this trend. At the risk of embarrass...
READ MORE Global equity markets have continued to break new ground this year, but could the bull market that started in 2009 be coming to an end? Equity valuati...
READ MORE For all the wrangling over targets and commitments at COP26 in Glasgow this month, one thing is clear: the transition to a net-zero economy will requi...
READ MORE The growth outlook for renewable energy is incredible and was even before COP26 and the hope that, after so much wasted time, more ambitious global ef...
READ MORE When markets are booming, there is an opportunity cost to holding high-quality stocks, but disciplined, long-term investors have nothing to fear. O...
READ MORE On balance, the Federal Reserve’s 3 November meeting was in line with what we expected. As widely anticipated, the Fed announced tapering of asset p...
READ MORE The opening of China’s domestic capital market provides both opportunities and challenges for global investors. Of late, regulatory shifts have esca...
READ MORE Emerging markets have traditionally been considered to be higher in risk for investors, but the market is evolving and growing, and in the midst of th...
READ MORE The transition to a carbon neutral and green economy is underway, but the pathway is also paved with traditional forms of energy. While this creates i...
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