Emerging Markets Outlook – More dragging in the Year of the Dragon?
In what has become a common refrain, Emerging Market (EM) equities once again found themselves lagging behind their Developed Market (DM) peers over the last calendar year.
Reflections & Insights – Q1 2024
You can never erase your digital footprint. With that in mind, we thought it might be worth revisiting the prognostications of this review at the beginning of 2023. It is a cause of regret that, while broadly correct, we were not banging the drum for risky assets. That would have been the right call, as most equity and bond markets had a very good 2023.
Reflections & Insights – Q4 2023
When you write a review with a quarterly cadence, the onus is on you to produce something new, even when the landscape hasn’t changed that much.
Emerging Markets Outlook – Head(wind)s or tail(wind)s?
After a strong start to the year, Emerging Market (EM) equities lost momentum and struggled to regain traction as stocks…
Reflections & Insights – Q3 2023
And still, we wait. The economy in the developed world is not yet responding to its monetary medicine…
Reflections & Insights – Q2 2023
It is a year since interest rates started to rise substantially around the developed world. It is hard to overstate the amount of ink spilt since trying to determine whether…
Emerging Markets Outlook – No rest for the weary
The last 12 months have been extremely challenging for economies and financial markets, but perhaps nowhere was as impacted as…
Reflections & Insights –
Q1 2023
At the end of 2021, it was all so obvious. Oh, for the beauty of hindsight. Going back a year, of course, none of this was obvious
Reflections & Insights –
Q4 2022
Markets fluctuate, Lisa. Who knows how much a quarter will be worth next week?
