Investments / General

Investment Perspectives – Navigating global crosscurrents in the market

Global financial markets suffered a setback this quarter, after a strong year in 2021. In a further dent to sentiment, geopolitical tension between Russia and Ukraine culminated in a full-blown invasion of Ukraine. Back home, the environment was more benign, with the equity market proving resilient.

Macroscope: Is central bank tightening priced in?

The evolution of the investment landscape

The investment landscape has been evolving over the past few years, changing the way financial advisers, institutions and individuals think about investing.

The ESG lens into Russian investments

Over the past few months of the war, ESG practices have experienced strong critique. The prevailing theory being pursued by market participants is that funds or practices with the label of ESG should not have had exposure to Russian assets. Premal Ranchod, head of ESG research at Alexforbes, thinks that there is considerably more to the story than the calling out.