Asset Class Commentary April 2022
The conflict in Ukraine has added to inflationary pressures and has led to a challenging start to the year for investors.
Asset Class Commentary March 2022
With the world’s attention focused on the tragic situation unfolding in Ukraine, it is difficult at times to put aside personal, political and humanitarian views and to concentrate on the financial implications of global events.
Investment Outlook 2022
Although the pandemic is far from over, with cases in some areas rising to the highest levels seen since the beginning of the pandemic and the threat of a new variant always around the corner, the volatility from the pandemic seen in markets is decreasing, as investors become more accustomed to the ebbs and flows of an endemic virus.
Investment Focus on China December 2021
Much investor attention has turned to China in the past year, with increased foreign capital flowing into Chinese stocks. In our view it is worthwhile looking more closely at this to see what investors are focusing on.