Market Insights and Education & Resources
Why we love stock exchanges
September 23 2019
The banking sector may no longer be the defensive investor's place of refuge. Ashley Pittard shares his view on the alternatives.
Why ignorance is not bliss for financials
September 20 2019
A famous Chinese philosopher said “Good thing no cheap; cheap thing no good”. US banks are now as cheap as their pre-GFC levels, should investors buy cheap?...
Ratcheting our holdings in China A shares
September 19 2019
Samir Mehta provides his rationale for ratcheting up holdings in China, particularly the 'A' share market.
Someday, this war’s going to end
September 12 2019
Currency valuation is a key part of our emerging market country selection process, so what are the currency impacts from the US-China trade war?
Vimal’s View: Why Trump is on the road to success
September 4 2019
Vimal Gor shares his thoughts on where the US economy is headed and hence, where to now for bond markets.
Pendal appoints Nick Good to head up J O Hambro in the US
August 30 2019
Pendal has announced the appointment of Nick Good as US chief executive of the J O Hambro operations.