‘Staying home’ in 2020 has seen online shopping increase further, entrenching behaviours that may not have shifted before the pandemic.
Continue readingViewing asset management through a new lens
2020 has been a year of extreme volatility, both emotionally and for financial markets.
Continue readingA systematic approach to active management
Growth or value? The debate over which of these investment styles is superior has regained energy over the last year, especially in equity markets.
Continue readingLow interest rates and high government debt have become the norm
Apart from the human tragedy
associated with the spread of COVID-19, these measures forced the world economy into an unprecedented economic recession.
Investment opportunities in a changing world
Long-term thematic investments are those that benefit from structural changes to the world in which we live. These themes tend to be long-lived and provide significant performance advantages over time, if correctly identified.
Continue readingThe retail sector perspectives on global trends
The pandemic-led global economic slowdown has had a significant and unforeseen impact on the retail sector worldwide.
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