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Analysis

Henry He

11 January 2022 • By Henry He • 1 min read

Subsectors offer untapped opportunities in healthcare

The events of the past two years have seen significant growth in interest in healthcare as an investment opportunity. The search for suitable treat...

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Henry He

2022: The year of the consumer

The global economy is on track to grow above trend in 2022, as consumerism bounces back big. In many parts of the world, including Australia and th...

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Henry He

China gets ready with macro levers to manage credit crunch

The likely long-term fallout from the credit crunch currently affecting highly leveraged Chinese property developers Evergrande, Fantasia and Kaisa is...

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Henry He

2022 outlook: Finding attractive income and lower duration

In the current market environment, investors are faced with the challenge of finding attractive current income solutions that offer protection from ri...

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Henry He

Services incumbents will escape destruction from tech disruption

Technological change has left a wake of destruction across manufacturing and retail, decimating storied names such as Nokia, Brooks Brothers, Sears, D...

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Henry He

COP26: Closing the expectations gap around climate policymaking

Looking back on COP26, cynicism may feel like an appropriate response, with significant agreements watered down or lacking consensus. Reactions have b...

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Henry He

Global small cap outlook: What’s likely to continue – or change?

Our distinct experience and perspective as global small cap specialists have provided a very specific lens through which we view the current market. ...

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Henry He

Stop it or COP it

In the lead up to the Climate Change Conference in Glasgow, we were inundated with projections, pledges and pathways about our greenhouse gas future. ...

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Henry He

Is the housing market facing headwinds coming into 2022?

The last 12 months have seen unprecedented growth in the housing market. In fact, we have seen the strongest growth in housing market values since the...

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Henry He

Why the ‘green bond’ label isn’t enough

Climate change is the defining issue of our generation, and the evidence is clear that the appetite for sustainable investments is only going to incre...

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