Banking Blues II
Banking sector share prices have witnessed a rebound since the latter part of last year, but we still prefer to look elsewhere for sustainable long-term returns.
11 minute read“Ganbatte Kudasai!”
Despite the various economic and demographic challenges the country faces, Japan remains home to many market-leading companies.
13 minute readUS-China Relations – Supply Chain Implications
The fractious relationship between the two superpowers is not the only factor impacting supply chains.
15 minute readThe Journal 11
The 11th edition of our Research Journal covers a range of subjects from net zero targets, to subscription-based business models to the role of auditors.
120 minute readThe New E in ESG
The way companies approach employee wellbeing is a critical test of their culture. Can they come through the current crisis with a strong and more meaningful workplace culture – or will Covid-19 expose it as an empty gesture?
8 minute readLuxury We Can’t Afford?
When a global crisis hits, what does it mean for the likes of Chanel, Ferrari and Louis Vuitton? We find out how the luxury goods sector is faring as the Covid-19 pandemic turns the world upside down.
11 minute readDiscipline amidst uncertainty
The return of volatility to markets in September served as a timely reminder of the benefits of a long-term approach.
10 minute readThe world’s growth engine
In the wake of the Covid-19 crisis, what role will emerging markets play in the post-pandemic recovery?
12 minute readPost-pandemic risks to equity returns
The Covid-19 pandemic may bring about changes in economic and social behaviour. But what of the long-term risks it presents to equities?
11 minute readUnwavering in time of crisis
As the outbreak of Covid-19 re-set the direction of markets during the first quarter, companies’ balance sheets were under the spotlight.
9 minute read