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Analysis

David Smith

27 April 2021 • By David Smith • 1 min read

The rules of alpha engagement in China

If you’re a passive investor, you’re missing out on the chance to make a positive impact on the companies you own. So what does it mean to be an a...

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David Smith

The key to rebuilding trust in the financial services

From the royal commission to COVID-19, the financial services industry has faced a host of recent challenges that have impacted customer trust in the ...

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David Smith

Don’t get lost in the enormity of the carbon challenge

It’s easy to look at the scale and complexity of getting the world to zero carbon emissions and lose hope. Annual greenhouse gas emissions today ...

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David Smith

The Fed, Biden, and inflation: The big questions facing EM debt investors 

After 25 years of modest inflation, has the death knell sounded?  After the strong recovery that followed the market turmoil last March, investors...

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David Smith

Investor interest in emerging markets accelerates post-pandemic

For those of us who can remember the 1970s, the energy crisis of that decade was a global economic and political super shock. It triggered a major glo...

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David Smith

Stewardship during a crisis: Lessons from the pandemic

At the start of 2020, few of us could have envisaged the dramatic changes to our daily lives wreaked by the COVID-19 pandemic. As governments scram...

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David Smith

Why Bill Gates and Richard Branson see opportunity in SPACs

Special purpose acquisition companies (SPACs) or “blank cheque companies” have become the ultimate hype beast of Wall Street and can be likened to...

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David Smith

Small-cap benefits outweigh risks

With small caps (as shown by the MSCI World Small Cap index) outperforming the broader equity market (represented by MSCI World) over the long-term, i...

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David Smith

The private equity alternative

In an environment of low-interest rates and elevated valuations, investors are looking for alternative ways to generate much-needed returns and to ade...

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David Smith

Inflation, rising rates and their impact on infrastructure

Following on from the COVID-19 pandemic in 2020, central banks and governments have aggressively stimulated their economies. The likely result of this...

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