Author: Susanne Scherer

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 read

US-China Relations – Supply Chain Implications

The fractious relationship between the two superpowers is not the only factor impacting supply chains.

15 minute read

The 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 read

The 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 read

Luxury 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 read

Discipline 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 read

The 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 read

Post-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 read

Unwavering 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