Manager Commentaries
Fixed income
Why Gaza war has not yet caused an oil price spike
The calamity of war in Gaza since early October has so far had a more muted impact on oil prices than might have been expected. We analyze the market and share our outlook.
International
There’s more to emerging markets than China
Emerging market equities offer a wide variety of exciting investment opportunities, but many of these are often overshadowed by the dominance of China.
Investment updates
Most recent
November 16 — Why Gaza war has not yet caused an oil price spike
October 20 — Sticky inflation is likely if there is no recession
August 30 — Fed's quantitative tightening (QT) will face constraints
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