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Insights

Make informed investment decisions with our expert opinion and research.

Insights

Global smaller companies: cautious consumers?
Insights
Global smaller companies: cautious consumers?

We look at two stocks that are lighting up the small-cap sector.

4 min Read
Cocoa boost for Ghana and Côte d’Ivoire
Insights
Cocoa boost for Ghana and Côte d’Ivoire

Jacob and Leo consider what the huge upsurge in cocoa prices could mean for the economies and bonds of the top two global cocoa-producing countries of Cote d’Ivoire and Ghana.

3 min Read
Emerging Market Debt November 2024 – The Trump factor
Insights
Emerging Market Debt November 2024 – The Trump factor

Our summary of developments in emerging market debt in November 2024 and outlook.

4 min Read
Fixed income: Eat meat or die…
Insights
Fixed income: Eat meat or die…

With Donald Trump’s election victory, the political carnivores are back. So, what’s on the menu for fixed income investors?

5 min Read
Listed real estate in a Trump world
Insights
Listed real estate in a Trump world

Higher US rates might pose a problem, but there are still several reasons to be upbeat about the global listed real estate market.

3 min Read
A tale of two COPs (and why, despite the negative noise, they do matter)
Insights
A tale of two COPs (and why, despite the negative noise, they do matter)

We look at what the latest COP developments mean for investors. 

7 min Read
A “Trump” card for US small caps?
Insights
A “Trump” card for US small caps?

A look at Trump presidency's potential impact, from policy implications to market dynamics, with a focus on the unique positioning of small cap stocks.

5 min Read
Reasons to believe: time for fixed income
Insights
Reasons to believe: time for fixed income

As interest rates drop and inflation cools, we assess the most promising segments of the fixed income market.

3 min Read
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