In this extract from our February monthly commentary, we discuss how the consequences of the decades-long expansion of the global debt mountain may yet attract greater investor attention, as well as the importance of a focus on financial strength at the end of an era of ultra-cheap money.
9 minute read
Just over one year on, we look at how global companies have navigated the challenges of the Ukraine war.
10 minute read
While Japan might be set to break free from its deflationary shackles, our positive view on a variety of leading Japanese companies derives more from our bottom-up fundamental analysis than from hopes about the country’s economic transformation.
5 minute read
How the current crisis will unfold is impossible to say but it does not risk hyperbole to suggest that it already promises enormous ramifications for the global economy.
5 minute read
Stock markets have started 2022 on a turbulent note. Despite near-term challenges, we retain a positive view on the long-term outlook for the world’s leading companies.
8 minute read
Despite the various economic and demographic challenges the country faces, Japan remains home to many market-leading companies.
13 minute read
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