Insight & market news

Insight and market news

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17 March 2017

Discover our five principles for the “new paradigm” fixed-income portfolio

We believe fundamentals and valuations make EM equities and bonds attractive.

The common sense alternative we call fundamental fixed income.

We’ve grown stronger through 40 financial crises, not by standing still and waiting for them to pass, but by re-evaluating and rethinking the world around us.

China’s misunderstood debt challenges

While China’s debt burden is a concern for investors, we believe that its strong external balance sheet, heavily managed capital account and healthy trade balances reduce the likelihood of a financial meltdown.

 

09 November 2016
 

Jan Straatman, Global Chief Investment Officer

Salman Ahmed, Chief Investment Strategist

Downward pressure on risky assets could be seen in coming days until clarity emerges on Trump's policy agenda as market gauges the gap between his campaign rhetoric and potential policy reality.

7 September 2016
 

Salman Ahmed, Chief Investment Strategist discusses:

What will the ECB announce following the September monetary policy meeting?

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