Market Insights and Education & Resources
Macro-driven stock opportunities in Chinese oil
July 18 2018
President Xi Jinping's crack down on corruption and malpractice has significantly effected large Chinese oil companies, with investment opportunities arising.
Income & Fixed Interest Australian Quarterly Update
July 11 2018
Our Income & Fixed Interest team looks at the changing domestic economic landscape and highlights the importance of ESG considerations when investing.
Pressure mounts on EM bond proxies
June 20 2018
Our process remains assertively top-down, but stock selection also remains a key part of the process, as can be seen in the recent performance of bond-proxies.
Investing Responsibly: A case study on assessing credit risk
June 19 2018
A timely insight into the value of integrating ESG considerations into credit analysis. This case study forms part of the broader research published by the PRI ...
A quick dinner in Manila
June 13 2018
Samir Mehta tucks in for a fresh look at the fast food restaurant sector in the Philippines.
Italian turmoil: just one chapter of the bigger story
June 5 2018
Recent moves in Italian bonds and high yield credit have captured headlines, but are part of this much larger story, which arguably has many more chapters ahead...
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