Equities

Tuning into the FM signal
Equities

Tuning into the FM signal

Frontier markets (FMs) have performed well in recent months. Have valuations now become stretched?

By Lars Kreckel

27 Jan 2022

3 min read

Is this a bubble or did Santa just come to town?
Emiel van den Heiligenberg
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...
By Emiel van den Heiligenberg
15 Dec 2021
3 min read
Emerging-market equities: what are we waiting for?
Lars Kreckel
Equities

Emerging-market equities: what are we waiting for?

It’s easy to be bearish on emerging-market equities amid the double trouble from regulatory and...
By Lars Kreckel
30 Sep 2021
3 min read
Reloading the small-cap reopening trade, post-Delta
Lars Kreckel
Equities

Reloading the small-cap reopening trade, post-Delta

Small-caps in the US may not be laggards for long.  
By Lars Kreckel
08 Sep 2021
3 min read
Learning from earning season
Equities

Learning from earning season

So far, most companies that have reported second-quarter earnings have beaten analyst expectation...

By Lars Kreckel

27 Jul 2021

2 min read

Should investors expect a hot summer?
Ben Bennett
Equities

Should investors expect a hot summer?

With market volatility subdued and many valuations high, we examine the short-term outlook for ri...
By Ben Bennett
15 Jun 2021
2 min read
The tech sector: an inflation beneficiary?
John Roe
Equities

The tech sector: an inflation beneficiary?

Much has been made of inflation as the potential cause of technology stocks’ recent underperforma...
By John Roe
21 May 2021
4 min read
The Amazonification of investing
Shaunak Mazumder
Equities

The Amazonification of investing

"People overestimate what can be done in one year, and underestimate what can be done in 10 years...
By Shaunak Mazumder
22 Apr 2021
3 min read