July 21 2017
Maintaining order in China’s financial system requires heavy-handed, concerted action from regulators, but will it be enough? James Syme holds some doubts.
July 19 2017
I ve been turning over in my mind the question of nostalgia and whether I suffer from it. If nostalgia means the powerful recollection of strong emotions and a ...
July 18 2017
As we stand today there are clear and compelling opportunities in emerging markets. However, there are also countries facing stiff challenges and political mala...
July 17 2017
Pete Davidson discusses the factors beyond the online vs. bricks and mortar retailing paradigm that are impacting retailers and consequently, sector valuations
July 12 2017
Just as the markets had convinced themselves they were in for an uneventful carry-harvesting summer something started to change at the end of the month with cen...
July 5 2017
A summary of the key drivers of investment markets over the past year and thoughts on current prospects from our investment teams.
June 26 2017
James Syme provides an update on the relative attractiveness of Mexico and why he has now established a position in this market.
June 22 2017
After years of being rejected, China A-shares are finally set for MSCI Emerging Market Index inclusion. A welcome opportunity, but being selective is critical.
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