IN the past, commodities were seen as an excellent diversification tool for investor's portfolios, providing returns uncorrelated to some extent to the capital markets. In fact, investors usually require from a commodities allocation to offer three (...)
AS we come to a turbulent end of 2016, a challenging yet hopeful 2017 outlook characterizes the emerging markets (EM) world.
With economic growth rates being revised higher for the US and stabilization in China, this would typically compel us to (...)
IN a year branded by populism and inward policy placement, the US election and the Brexit vote have dispensed a significant blow to globalization. Both events have added to the sense of a rising tide of populism, and also likely to have implications (...)
GOLD is one of the best-performing asset classes this year, up nearly 24 percent. However we are still 30 percent lower than the highs reached in September 2011. So a lower base effect has been one of the main drivers in 2016. But investors have (...)
Gold is one of the best-performing asset classes this year, up nearly 24 percent. However we are still 30 percent lower than the highs reached in September 2011. So a lower base effect has been one of the main drivers in 2016. But investors have (...)
2016 has been quite a year so far and we still have six months to go. It seems like an eternity has passed since the warnings of a possible Asian crisis driven by fear of Chinese currency devaluation during the start of the year. At the time of (...)
AS investors we spend a lot of time thinking about long term investing and how we can capture value or growth at an early stage. Whether it is investing in disruptive technologies, sustainability or demographic trends. One very important find for (...)