Discretionary

Why Europe can be a rich hunting ground for investors seeking the strongest companies in their field.

Emerging-market corporate debt is a morality tale in reverse – it appears to be a beautiful swan but is, in reality, an ugly duckling.

At which point do rising rates and inflation start becoming a problem for equity markets?

In terms of the political narrative, the wicket is as flat as it’s been in decades for the Keynesians (assuming they’re batting).

Why investors may want to look at enterprise value rather than market cap in travel and leisure stocks as the sector recovers from the pandemic.

Resurgent economic growth, rising yields, the potential for foreign inflows and unique corporate environment – are the stars aligned for Japan Value?

What are the merits of allocations to Asia ex-Japan versus EM more broadly? The truth is there is not much difference when it comes to beta. The real conversation should be about the opportunity to generate alpha.