Markets and investing

We understand navigating the world of finance can be complex. Our goal is to provide valuable insights and to help you stay informed on the financial matters that mean most to you.

 

February 2024
The tide is turning
In our 2024 Investment Outlook, released in December 2023, I mentioned the importance of building an investment strategy with multiple time horizons in mind. And, over the past two months, things have changed for the medium-term growth outlook. In January, the 2023 US growth figures came in better than expected, showing a resilience in the US economy that the market didn’t anticipate...
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Our latest markets and investing insights

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?
(Invest) some of your time
24 January 2024

(Invest) some of your time

House Views
Speaking about foresight and perceptiveness in markets, John Maynard Keynes, likely one the most well-known economists ever, said that successful investing is anticipating the anticipations of others. Keynes was also an investor.
How to include liquid alternatives in a traditional portfolio
20 December 2023

How to include liquid alternatives in a traditional portfolio

Invest differently
A traditional portfolio of stocks and bonds has been a popular investment strategy for decades. However, with market conditions changing and volatility increasing, investors are looking for alternative options to add value and, importantly, diversification to their portfolios. This is where liquid alternatives can play a role.
Investors’ worst enemy (themselves?)
15 November 2023

Investors’ worst enemy (themselves?)

House Views
Striking a balance between wealth protection and growth is both science and art. Finance is a technical field, but it’s also driven by emotions.
Three reasons why in 2023 big thematic trends have influenced markets
13 October 2023

Three reasons why in 2023 big thematic trends have influenced markets

Thematic Investing
2023 has been a year where big thematic trends have influenced markets for three reasons. Firstly, the rise of AI (Artificial Intelligence) boosted themes like Semiconductors and Cloud Computing, driving the big US tech stocks and major indices.
Quality bonds turn more attractive
24 September 2023

Quality bonds turn more attractive

Market Insights
We expect the major central banks to pause their cycle of interest rate increases as global economic growth slows over the coming months. This makes high-quality bonds even more attractive.
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