CIO Update: Value’s time to shine?

By: Alexandra Morris

The latest round of inflation data appears to have reassured investors that interest rate cuts remain in sight, if not quite within touching distance. As eyes ...

CIO Update: Is the market rally losing steam?

By: Alexandra Morris

Stock markets around the world broke records during the first quarter but economic and geopolitical risks are looming on the horizon.

Asia Engagement: Reflections from three dynamic emerging markets

By: Alexandra Morris

On a recent visit to South Korea, Vietnam and India, we discovered three very different cultures and addressed ESG, financial and operational matters with ...

Where next after a shock end to the year of surprises?

By: Alexandra Morris

Perhaps inevitably 2023 ended with a bang for equity markets. A year that began with expectations for a global recession and rock-bottom investor sentiment ...

CIO Update: Small caps poised for merger mania?

By: Alexandra Morris

A side-effect of the runaway returns generated this year by the world’s biggest companies is that those lower down the food chain are looking increasingly ...

CIO Update: More surprises to come?

By: Alexandra Morris

So far 2023 has been a year of surprises. At the outset, most economists expected a global recession – the perceived wisdom being that choking demand by ...

Will stocks continue to climb higher?

By: Alexandra Morris

As summer turns to autumn, it is always good to reflect on the year so far and what the remainder of 2023 could have in store for investors.

CIO Update: Narrow footing on higher ground

By: Alexandra Morris

The market's strong first half performance inevitably brings higher risk, particularly given its slender foundations. An uncertain macro environment further ...

The active enigma: Can stockpickers continue to prove their worth?

By: Alexandra Morris

As SKAGEN celebrates its 30th anniversary, we assess how the changing investment landscape has impacted active management over recent decades, the traits ...

CIO Update: Machine learnings

By: Alexandra Morris

AI is fuelling short-term market gains but its long-term power will be far more potent - especially for those who buy it at the right price.

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