Markets and economics
Economics
Will COVID cut short China's economic rebound?
In this blog, we explore the implications of the Omicron variant of COVID-19 for our positions in...
28 Jan 2022
3 min read
There's never a quiet time for US technology stocks, it seems. The latest issue has been a very...
The US Federal Reserve's (Fed's) hawkish pivot has gathered pace in recent weeks as inflation and...
Having long-term capital to invest in what society needs right now has never been more important.
Equities
Is this a bubble or did Santa just come to town?
We've seen a significant rally in equities recently, which almost nullifies the drawdown we saw i...
15 Dec 2021
3 min read
2021 has been a tough year for emerging market bonds. What comes next?
China's high-yield bond market has been under incredible strain in recent months, with prices...
We believe that as coronavirus anxieties recede in emerging markets (EMs), upcoming electoral...
