Investments / General

Finding hidden gems when stalwarts fall from grace

Long-term investment success relies on crafting resilient portfolios that draw on a diverse set of return drivers.

Global Market Outlook: All eyes on US jobs and rate cut expectations

August started with a shock non-farm payrolls report, which saw monthly jobs come in over 30k less than expected, but even more concerning was the negative revision of 258k total over the prior two months, bringing revised job growth to sub 20k in both May and June.

How asset managers can guard against the impact of the 3 Ps in the current global system

Anecdotally, the subjects of patriarchy, populism and politics seem to be making a comeback globally – potentially impacting the world of investing and introducing dynamics that can harm the integrity of the industry.

Volatility is sharpening fund managers’ strategic thinking