Investment views

The content of this page is intended for investment professionals only and should not be relied upon by anyone else.

De-dollarisation

How a global currency shift may surprise investors

The de-dollarisation series explores ongoing moves to erode dollar dominance and the shift to a multi-currency international monetary order.

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Energy 3.0

How the renewable energy revolution has become a mainstream investment priority.

The Investment Institute explores how asset owners are significantly underestimating both the risks and potential opportunities presented by decarbonisation.

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Tusk Awards 2018 Winners

Tusk Awards 2018 Winners

Tusk Conservation Awards, in partnership with Investec Asset Management, celebrated the ground-breaking work of Africa’s unsung conservation heroes.

Read more about 2018 Tusk Conservation Awards winners
China, today

China, today

China is a major and growing influence on global capital markets and understanding the impact this will have on you is crucial.

Even if you are not considering allocating directly to Chinese assets, your portfolio will still be affected by decisions made in Beijing, no matter where you are invested. To help you understand how, we have created a suite of materials which are accessible right here on our China hub.

Visit our China hub

Featured investment views

Takeaways from the World Bank/IMF Spring Meetings

16 April 2019

As Washington bids farewell to the many central bankers, finance ministers and other senior officials at this year’s World Bank/IMF Spring Meetings, we consider the key takeaways for emerging market debt investors. Mike Hugman (Portfolio Manager) and Werner Gey van Pittius (Co-Head of Emerging Market Sovereign & FX) were there – read their summary of the pertinent points for investors.

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Why China now?

12 April 2019

Co-portfolio manager, Wenchang Ma, believes it’s time to change the conversation when it comes to China.

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Related links
- Visit our China hub
- Subscribe to our podcast channel
Why China now?

11 April 2019

Co-portfolio manager, Wenchang Ma, believes it’s time to change the conversation when it comes to China.

Read More
Related links
- Visit our China hub
- Subscribe to our podcast channel
Special Focus: Signal and noise

11 April 2019

Portfolio Manager Archie Hart talks about the need to distinguish between the signal and the noise in markets and what this means for his portfolios.

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Related links
- Emerging markets: Cycles past and future
China’s onshore bonds – ready for take-off

5 April 2019

China’s onshore bonds have made their debut on a leading bond index, firmly launching them onto the global arena. Our new paper provides an overview of an asset class that is moving to the mainstream and offers potential yield and diversification benefits to investors.

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Related links
- Read more from Emerging Perspectives

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The content of this page is intended for professional investors only and should not be relied upon by anyone else.

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Emerging Market Debt Indicator
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De-dollarisation

Energy 3.0

Tusk Awards 2018 Winners

China, today

Featured investment views

Takeaways from the World Bank/IMF Spring Meetings

Why China now?

Related links

Why China now?

Related links

Special Focus: Signal and noise

Related links

China’s onshore bonds – ready for take-off

Related links

Investment views

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