The market’s optimistic assessment that inflation can easily be tamed is likely misplaced.
7 minute read
Insights
Why we believe the biopharma industry should be able to adapt to drug pricing changes.
6 minute read
A turbulent year for both stocks and bonds may hold some silver linings.
32 minute listen
A discussion on flow-driven strategies, which seek to find an edge in market events where money flows create dislocations.
5 minute read
Our focus is on growing and managing our clients’ capital and fulfilling our fiduciary responsibilities. In every market, client demand is increasing for us to invest with processes that incorporate environmental, social and governance (ESG) factors and sustainability.
1 minute read
With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.
Read now
A discussion on mortgage-backed securities in the latest episode of our Global Perspectives podcast series.
Listen now
The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.
Read now
Portfolio Managers Mathew Kaleel, Andrew Kaleel and Maya Perone look at the returns profile for trend following strategies during recessionary environments.
Read now
We expect key issues that have materialised this year to be influential in market movements going forward.
Read now
Some areas of healthcare benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
Read now