fund manager views
US
As equity valuations appear ever more stretched, and with rate rises in the US imminent and geopolitical concerns increasingly in focus, one hedge fund strategy in particular stands out as compelling.
11 October 2017
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2 min read
Asia
Having been to Japan a handful of times, what strikes me most is the juxtaposition of the latest technology paired with old habits.
11 October 2017
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2 min read
US
The mega-cap FAANG (Facebook, Apple, Amazon, Netflix and Google/Alphabet) stocks seem to be gathering strength and competitive dominance as they grow in size.
11 October 2017
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2 min read
Specialist
As we approach Q4 2017, we believe commercial real estate should continue to see healthy operating fundamentals in most global markets amid solid economic growth, steady job creation, reasonable new supply levels, and monetary conditions that are likely...
05 October 2017
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2 min read
Global
With the global tide of the central bank stimulus injection soon to turn, only a few segments of the fixed income universe have enough spread cushion to absorb the shift to a post-QE era.
05 October 2017
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2 min read
Asia
Despite good absolute performance in the Japan equity market year-to-date, valuations remain attractive both on a cash earnings yield and a price-to-book basis compared to other major markets.
05 October 2017
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2 min read
