From Traditional to Sustainable Growth
Thursday 09 March 2023
This article is a 360-degree analysis of the growth investment concept...
Other news
05/04/2024
Global Investment Views - April 2024
Explore the late-cycle environment. Gain insights into the US economic outlook, inflation concerns, and Emerging Markets' resilience. Stay informed on the potential impact of US elections, monetary policy divergences, and global economic trends.
09/04/2024
Rotations at play in equity markets
European and Japanese stock markets are expected to outperform due to undervalued stocks and strong domestic demand. Tensions in the Middle East will drive up oil prices. The Nasdaq is expected to weaken in 2024, but other regions will gain momentum.
28/03/2024
Unveiling the value of EM debt
The current landscape presents an opportune moment to reconsider the role of Emerging Markets Debt in portfolio allocation, with high nominal yields and expected rate cuts from the Federal Reserve offering compelling entry points for investors.