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…
Emerging Markets
Annual Letter 2022
2022 marks the sixth full calendar year for the UCITS version of our emerging markets equity strategy.
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?
Insight: Quality Style in Different Market Regimes
The last two years have been tumultuous, to say the least, with a seemingly unending onslaught of challenges…
Reflections & Insights –
Q3 2022
Starting with the obvious, it hasn’t been a good quarter for risk assets…
Reflections & Insights –
Q2 2022
Despite COVID, BREXIT, Trump and all kinds of noise, the best advice over the past fourteen years has been simple…
