fund manager views

Commodities

Meeting demand and weathering shocks: Is the mining industry stuck between a rock and a hard place?

Deep Dive into commodities

clock 21 June 2021 • 3 min read

ESG

The winds of change: Firms at the forefront of energy transition will reap rewards

Deep Dive into impact investing

clock 18 June 2021 • 3 min read

ESG

Looking beyond the buffet: Having impact funds and values on the menu is a recipe for success

Deep Dive into impact investing

clock 18 June 2021 • 3 min read

ESG

Eyes on the ball: Managers should not compromise quality impact investments for short-term rewards

Deep Dive into impact investing

clock 17 June 2021 • 3 min read

ESG

Delivering transformational change: It pays to put your money into stocks that have a positive impact

Deep Dive into impact investing

clock 17 June 2021 • 3 min read

Asia

Semiconductor shortage: When the chips are down, Japanese companies show the way back up

Deep Dive into Japanese equities

clock 11 June 2021 • 4 min read

Asia

Towering above Covid: Manufacturing sector remains a pillar of strength for Japan's economy

Deep Dive into Japanese equities

clock 08 June 2021 • 3 min read

Asia

Nonsensically cheap: A great deal of unlocked value still to be found in Japan

Deep Dive into Japanese equities

clock 08 June 2021 • 3 min read

Asia

Is saving face worth it? Why old cultural practices hinder engagement in Japanese boardrooms

Deep Dive into Japanese equities

clock 07 June 2021 • 3 min read

Funds

Fangs for the opportunity: Are high yield and total return bonds worth sinking your teeth into?

Deep Dive into fixed income

clock 25 May 2021 • 3 min read
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