Market Insights and Education & Resources

Why we love stock exchanges

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

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

Samir Mehta provides his rationale for ratcheting up holdings in China, particularly the 'A' share market.

Someday, this war’s going to end

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

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

Pendal has announced the appointment of Nick Good as US chief executive of the J O Hambro operations.