Direction of rates hangs over equities rebound
Market snapshot
Sustainable Global Equity Report, Q1 2023
China’s ‘great reopening’
Global Emerging Markets: Outlook 2023
Fast reading While emerging markets underperformed developed markets in 2022, if you strip out China, emerging markets actually performed in line with the developed world. We expect emerging markets to bounce back in 2023. In addition to trough valuation and light investor positioning, the growth differential between emerging and developed markets is set to expand […]
Fiorino: Many banks, multiple outcomes
Anything can happen. Or, according to one interpretation of quantum mechanics, everything that can happen, does happen. The so-called ‘many worlds’ postulate, first floated in the 1950s by then US physics PhD student, Hugh Everett III, resolves a fundamental enigma of the ‘wave function’ – the mathematical expression of how a quantum system, such as […]
Asia ex-Japan Equity: Letter to Investors
Outperforming us over the long term
Financial inclusion and banking
A billion-person opportunity?
Extinguishing the flame: Has inflation peaked?
market snapshot
European stocks rally as recession fears recede
market snapshot
Shifting the spotlight
The value of biodiversity
Fixed income rebounds on expectations inflation has peaked
market snapshot
