Insights into the third pillar of investing, from a team with over 30 years of experience.
Middle Eastern economies are on an Economic Diversification 2.0 path and we believe China fits right into their new economic growth model.
With inflation on the rise it’s about time to dust off the inflation playbook. We investigate the impact inflation has had on the Value, Momentum and Quality factors historically and how investors may want to approach their factor exposures.
Equities provide a return for bearing investment risk over the long term. The question for an investor is, how to identify stocks with the best return potential given their inherent investment risks.
