Search results for 'uncertainty'

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What’s ahead for Responsible Investment in 2024?
The responsible investment themes that we expect to play out in the months and year ahead.
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2024: a record year of political elections
As half the world’s population gets ready to vote this year, we look at the potential implications for emerging markets.
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Navigating the compelling opportunity set in emerging markets
Emerging market expert Anthony Kettle, identifies the current opportunities in emerging markets. But as always, there are headwinds out there.
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The global implications for a shift in Japan’s yield curve control
Macro investing expert Russel Matthews offers insight into his expectations for the end of Japan’s experiment with yield curve control.
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Smoke and mirrors
Sometimes we can see positive trends build in the run up to Christmas, though this year we remain more circumspect.
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Global equities: where we are now
Regardless of what’s going on in the world, we stay focused on great companies at attractive valuations.
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MacroMemo | June 13 2023
Technology and the economy / Debt ceiling asides / Fed liquidity programs / Contrarian on China / Softer economic data / Eurozone recession
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Future for UK housing could be ‘intents’
Volatility has clearly returned to the UK, with rates steadily de-anchoring from other global bond markets.
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Could the British Tory party place 4th in the coming election?
As we gear up for a probable Trump vs Biden part 2, it’s understandable that enthusiasm for the democratic ideal has waned in some parts of the world.
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Circular economy: An opportunity for fixed income investors
This World Earth Day, Harrison Hill, Portfolio Manager, reflects on the investment potential for fixed income within a circular economy.
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