3 investment themes to focus on now Richard explains the three updated investment themes we see shaping the second half, given the uneasy equilibrium between rising macro uncertainty and strong earnings.… Read More
Why we downgrade European and Japanese equities Richard explains what’s behind the decision of downgrading our two lowest-conviction equity markets.… Read More
What AMLO’s win means Anti-establishment candidate Andrés Manuel López Obrador (AMLO) has won the Mexican election. Isabelle and Axel Christensen share our key views on the win, including the implications for investors.… Read More
Moving up in quality in credit Rising economic uncertainty argues for exposure to higher-quality positions in credit. Richard explains.… Read More
The real story about growth in China Jean and Tara Rice share our take on China’s growth slowdown.… Read More
The real story about growth in China Jean and Tara Rice share our take on China’s growth slowdown.… Read More
How to prepare for trade wars? Richard explains how to shield your portfolio from potential impact from rising trade tensions.… Read More
The re-opening of the capital spending spigot Companies are finally spending after years of belt tightening. Kate explains this change and its implications for stock investors.… Read More
Sustainable investing: more than doing good Richard explains what sustainable investing could bring to a portfolio, and why the strategy is gaining traction.… Read More
Recommendations for your summer reading list Beach reading season is here. Isabelle shares our summer book list.… Read More