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FocusESG Litigation Finance - Investing in accountability 03 May 2021
Litigation is a costly procedure. Available resources can have a substantial impact on outcomes, and smaller players are often disadvantaged against large corporations. [...]
Asset Allocation InsightsIs the window closing to capture the cyclical upswing? 01 February 2021
Staggering spikes in Covid-19 cases, all too expected Brexit disruptions and shocking anti-democratic developments in the US kicked off 2021 with a bang. [...]
Asset Allocation InsightsPrepare for a new year’s rotation 22 December 2020
Following the initial uplift from the announcement of a Covid-19 vaccine, markets have slowed, caught between optimism for the 2021 outlook and short- term concerns around the second wave impact.
Asset Allocation Insights2021 MARKET OUTLOOK - No vaccine for low growth 08 December 2020
After an extraordinary 2020, on so many levels, many investors can’t wait to put the year behind us. The US election, for all its noise, has not really changed the fundamental investment landscape. [...]
Asset Allocation InsightsVaccine delivers a shot-in-the-arm for risk assets 01 December 2020
Although the global economy remains mired in a ‘Japanification’ scenario – the prevailing state of lower rates and slower growth – positive news of a Covid-19 vaccine was a boost for risk assets. [...]
FlashUS ELECTIONS: MANAGING SHORT-TERM VOLATILITY 04 November 2020
This was an unthinkable scenario for many, yet here we are: while the result of the election remains far from certain, the initial results credit Donald Trump with a lead in several key states, provid [...]