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Outlook 2023, Private assets: three areas of focus in challenging times

12 January 2023

2023 is set to be difficult. We outline three things private asset investors can focus on to maximise resilience and optimise long-term return potential.

Are we not sailing into the wind?

20 December 2022

The more things change, the more they stay the same. For investors, with 2020 still fresh in their minds, this year has been yet another case in point.

Halting globalisation is a key concern for inflation

20 December 2022

If globalisation was powerful for disinflation, de-globalisation is the reverse

Macroscope: As investors debate whether China is ‘uninvestable’, policy pivots to economic growth

20 December 2022

Did investors panic after China’s Party Congress in October? It certainly looks like it. Both the Hong Kong stock exchange and Chinese high yield credit are up by a third in the seven weeks since the meeting, and the market narrative has shifted at extraordinary speed in at least three ways, according to Ninety One strategist Sahil Mahtani.

quick poll

Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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