Sugar is emerging as one of the most prominent investment risks for the global food and beverage industry. Science has linked high sugar consumption to obesity and Type 2 diabetes at a time when obesity rates are rising and healthcare costs for governments are growing. Globally, 39% of adults worldwide are overweight1. The number of […]
After the election of Donald Trump in November 2016, a surge in global yields triggered a sharp sell-off in global listed infrastructure. Global listed infrastructure fell 4 per cent that month and underperformed global equities by 12 per cent – the second worst monthly relative performance since 2002. With the threat of further yield rises […]
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. There has been a broad-based pick-up in the global economy since last year. Labour markets have tightened further in many countries and forecasts for global growth have been revised up. Above-trend growth is expected in a number of […]
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. There has been a broad-based pick-up in the global economy since last year. Labour markets have tightened further in many countries and forecasts for global growth have been revised up. Above-trend growth is expected in a number of […]
If you’re an American, you’re much more likely to rent your home or apartment today than you were ten to twenty years ago. If Seinfeld were filmed today, Jerry would still be renting his apartment on the Upper West Side of Manhattan, rather than owning it. A slump in home ownership in the United States […]
In this article, we share the long-term investment trends that we expect to be prominent in 2017. These include: Sugar and obesity Disruption Climate change Corporate governance Social license to operate Supply chain scrutiny Factory farming Sugar and obesity: a risk to earnings Sugar is emerging as one of the most prominent investment risks for […]
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. Conditions in the global economy have improved over recent months. Both global trade and industrial production have picked up. Labour markets have tightened in many countries. Above-trend growth is expected in a number of advanced economies, although uncertainties remain. In […]
Since the Japanese ‘bubble economy’ burst at the end of the 1980s, it has seen sub-par growth, recessions, deflation and a secular bear market in shares and property. These events have had a lasting impact on the funds management industry and on the long-term asset allocation strategies of Japanese institutional investors. On the one hand, […]
Exchange Traded Funds (ETFs) are increasingly becoming a crucial part of an investor’s tool kit, offering exposure to factor tilts and different asset classes and geographies in a highly liquid, simple and cost-effective manner. They have proved incredibly popular with investors and financial advisers. ETF growth is expected to continue as investor awareness increases and […]
Advisers spend a lot of time on strategic asset allocation decisions, particularly the choice between growth and defensive assets. But in the current environment of low rates and high volatility, we think that advisers need spend more time on another aspect of clients’ portfolios: their exposure to currencies. Not only does currency exposure have a […]
