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Discover our most recent insights, whether individually or by specific topics.

 

Our latest insights

The case for small-cap equities
26 April 2024

The case for small-cap equities

First thing first, when we talk about small-cap equities (or small caps), it’s important to understand what “cap” refers to. Cap is short for capitalisation, which in turn is short for market capitalisation.
In the balance
18 April 2024

In the balance

Market Insights
The first few months of 2024 have come as somewhat of a surprise to investors. For example, US growth has stayed resilient, continuing to defy the odds of recession, so markets have had to reevaluate their expectations for the year. And we are no different. Investing is about finding the right balance between having conviction in your long-term strategy and being conscious of the opportunities in the short term.
Retire in style: four steps for planning new possibilities
03 April 2024

Retire in style: four steps for planning new possibilities

Wealth Planning
Living longer brings the prospect of exciting opportunities in retirement but making the most of them requires careful planning.
Sustainability: Seizing the opportunity
14 March 2024

Sustainability: Seizing the opportunity

ESG
The way people think about money and investing has changed. Today, your kid’s favorite sneaker brand, in which you might be an investor, must not only produce cool shoes but also use eco-friendly materials and ensure fair wages. That's the ongoing transformation we are witnessing in sustainable finance.
Is investing fashionable?
01 March 2024

Is investing fashionable?

Beyond markets
As the curtains rise on London Fashion Week, the world's fashionistas eagerly anticipate the unveiling of the latest trends destined to define autumn and winter 2024.
Reshoring – The world is not flat anymore
21 February 2024

Reshoring – The world is not flat anymore

Thematic Investing
After three decades of globalisation, could reshoring change the global order?
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