Monthly Highlights - july-2023

 


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Vietnam: A unique blend of growth and diversification

in insights

Equity

Vietnam: A unique blend of growth and diversification

04 Jul | Ngo The Trieu

Vietnam equities delivered attractive returns over the last five years.

6 things investors need to know about 2024

in insights

6 things investors need to know about 2024

29 Jan

Our take on rate cuts, bonds, and the Emerging Markets.

Monthly Views January

in insights

Outlook

Monthly Views January

24 Jan

Global equities rallied in November amid optimism that central banks have reached the ...

The power of the tortoise: Why slow and steady wins the investment race

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Quantitative

The power of the tortoise: Why slow and steady wins the investment race

17 Jan | Chris Hughes , Michael (Xiaochen) Sun

Low volatility strategies help to stabilise a portfolio over time by losing less in ...

Why India’s consumer boom may be the next big thing for investors

in insights

Equity

Why India’s consumer boom may be the next big thing for investors

10 Jan

Low volatility strategies help to stabilise a portfolio over time by losing less in ...

Monthly Views December

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Outlook

Monthly Views December

15 Dec

Global equities rallied in November amid optimism that central banks have reached the ...

2024 Market Outlook webinar – Navigating Transitions. Seizing Opportunities. button play

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2024 Market Outlook webinar – Navigating Transitions. Seizing Opportunities.

04 Dec

How should investors position their portfolios as global growth slows and inflation ...

Navigating transitions. Seizing opportunities.

in insights

Outlook

Navigating transitions. Seizing opportunities.

22 Nov

We predicted that 2023 would be a challenging year. Unfortunately, we have been proven ...

Reframing globalisation

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Outlook

Reframing globalisation

21 Nov

Geopolitical tensions, trade barriers, and the COVID-19 pandemic fallout have ...

Redefining sustainability

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Outlook

Redefining sustainability

21 Nov

The ESG investible universe is offering more differentiated opportunities, riding on ...

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