The squeeze is on

A lot of oranges

Fast reading Corporates face the double whammy of a lacklustre economy and muted earnings. With yields likely to stay relatively high through 2024, corporates looking to refinance can also expect a higher cost of capital. This presents a challenging scenario, particularly for highly levered corporates which typically make up the CCC part of the market. […]

Markets soar on rate cut hopes

market snapshot

SDG Engagement Equity Q4 2023 case study

Silicon Labs

Are EM growth stocks set to rebound?

Fast reading Emerging market (EM) growth stocks have underperformed EM value by 23.8% from end-2020 to October 2023. EM value’s outperformance comes despite the fact that it carries almost twice the amount of leverage compared to EM growth1. In the face of rising costs of capital, there is a reduction in operating profits available for […]

COP28: Key takeaways

Roulette wheel with inscriptions

A central goal of the summit in Dubai this year has been the publishing of the global stock take. The aim here is to assess the progress on collective implementation of the Paris Agreement and identifying solutions to fill the gaps. Big decisions are still to be taken on the crucial negotiation text between countries […]

Sustaining the momentum

Photo of the city taken with the fish-eye effect

market snapshot

Sustainable investing: More than meets the eye?

What does sustainable investing mean to you and how does it manifest itself in this strategy? In simple terms, sustainable investing is the consideration of social and environmental factors alongside financial return, such that the companies we invest in are in some small way contributing to a better future – from the products they produce, […]

Election watch

Running legs

2024 Outlook

A just transition

Buds in a pot

2024 Outlook

Higher for longer

Face on paper money

2024 Outlook