Single Strategy
Opinion,
October 2018
Why we’re banking on financial inclusion
This rising penetration of financial products and services will, according to Ross Teverson Head of Strategy, Emerging Markets, forge dramatic change in developing regions of the world, in turn creating opportunities for (...)
Strategy,
October 2018
Disciplined bottom-up quality growth stocks outside of the usual suspects
The US bull market is officially the longest on record since World War II surpassing the 1990, 2000 and 2007 peaks. It is hard to imagine the music won’t skip a beat in the face of rising rates, shrinking central bank balance sheets, curtailing liquidity, trade spats, wage (...)
Strategy,
September 2018
How I learned to stop worrying and embrace the “vol”
According to Christopher Gannatti, Head of Research, WisdomTree, the lesson here for investors is the potential to embrace volatility. Where a rising VIX typically equates to a short-term equity sell-off, EM investors who have used the dips as buying opportunities (...)
Strategy,
June 2018
Stockpicking strategies remain in the driving seat
Market developments in May saw some trend reversals across the fixed income and commodity space. On the one hand, the unfolding of the Italian political crisis coincided with a rebound of U.S. Treasuries during the second half of May. On the other (...)
Strategy,
March 2018
Survival of the fittest: adapting to complex markets
With monetary tightening expected, investors will need to consider the sensitivity of their equity portfolio to sovereign bonds and protect it as far as possible through active stock selection and sector allocation.
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