Opinion

It is always hard to know what will happen with markets. We’re not in the business of offering predictions. Instead, like some of the successful sovereign and endowment funds whose approach we aspire to, we prefer to rely on the evidence.

Forever associated with the 2008 Global Financial Crisis, mortgage-backed securities struggle to escape their bad rap. This is precisely why we are finding value in them now.

Who are the winners and losers during the pandemic?

Closing one chapter and beginning another is not easy

Where now for the sector?

Redefining value amid high-profile manager exits

Going green is a sound economic decision

Climate emergency calls for greater financial backing

Why environmental risks need to be priced in

Hitting new highs after stocks hit new lows