Supply chain shifts signal reglobalisation

Supply chain shifts signal reglobalisation

🕔12:43, 22.Jun 2022

The fragility of global supply chains exposed during the COVID-19 pandemic remains one of the top economic challenges facing the world. In one respect, globalisation has long been characterised by developed market countries offshoring production to lower cost locations. But

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An Investor’s Guide to Crypto

An Investor’s Guide to Crypto

🕔11:51, 22.Jun 2022

In 2018, it was relatively easy for asset managers to ignore the cryptocurrency space. Bitcoin had crashed, losing over 80% of its value, and the new ecosystem was littered with failed initial coin offerings. It all looked like a fad.

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A focus on inflation

A focus on inflation

🕔10:24, 22.Jun 2022

The conflict in Ukraine has delivered a commodity price shock similar to that of the early 1970s, shattering hopes that the inflationary uptick may prove to be transitory. As inflation reaches multi-decade highs, we analyse what is driving inflation across

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Te duur wanbetalingsrisico biedt kansen voor obligaties uit opkomende landen

Te duur wanbetalingsrisico biedt kansen voor obligaties uit opkomende landen

🕔08:29, 22.Jun 2022

Obligaties uit opkomende markten werden getroffen door inflatie, renterisico's, een stijgende dollar en geopolitieke spanningen. Maar de bezorgdheid over wanbetaling is overdreven. Beleggers in obligaties uit opkomende markten hebben zelden te maken gehad met een meer complexe economische en geopolitieke

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Keeping up with climate change in setting long-term asset class views

Keeping up with climate change in setting long-term asset class views

🕔07:23, 22.Jun 2022

Today climate change is arguably the most critical long-term challenge that humanity is facing. “Climate action failure” is not only the top longterm threat in the World Economic Forum’s Global Risks Report for 2022, but is also a key element

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