90 insights found

Market thinking

Value returns: Bringing the “multi” back to multi-factor

Long-suffering factor investors may only be willing to whisper it, but the data say it loud and clear: value is back. After its worst year on record in 2020, the factor delivered its best return sinc ...

Market thinking

The “great acceleration” intensifies pressure on insurers

While the world is recovering from 2020’s massive shock, it accentuated the challenges facing insurers.

Research & Investment Strategy
15 minute read

China: Path to ‘Net-Zero’

How the world’s largest emitter plans to become carbon neutral

Market thinking

Why agility is key to navigating China’s equity market

Investing in emerging market assets brings with it various distinctive risks. When it comes to China, the country’s scale and political system give investors perhaps more issues to weigh up than almo ...

Market thinking

Why investors must be nimble to navigate Chinese stocks

Investing in emerging market (EM) assets brings with it various, distinctive risks. When it comes to China, the country’s scale and political system give equities investors and bondholders more issue ...

Market thinking

Investing in a new growth path in China

China’s relatively quick rebound from the pandemic has seen it close its gap with the US as Beijing vies to overtake the world’s largest economy as soon as it can. And appeal for domestic stocks amon ...

Market thinking

Investing in 2021: Reason to cheerful - and fearful

The news flow since the start of the year has arguably not given us many reasons to be cheerful. Lockdowns are becoming commonplace again - Germany and the UK are among those under renewed restrictio ...

Market thinking

Investing in 2021: Reason to be cheerful - and fearful

The news flow since the start of the year has arguably not given us many reasons to be cheerful.

Market thinking

Where can investors potentially seek income in today’s low yielding environment?

The coronavirus pandemic has created uncertainty no matter what your investment objective. But for income seekers, who had already been short-changed in terms of attractive bond yields, the near disa ...