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Financial Services Bill - Brought from the Commons on 14th January 2021
Mar 3, 2022
‘A BLESSING IN INDIA…?’
There are more than 40 unlisted Indian companies which have reached a valuation in excess of U$1bn in 2021. This exceeds the number...
Mar 3, 2022
Asset Management: The Consequences of the Russian Attack for Markets and the Economy
War has broken out. The markets had been in a state of tense calm over the last few days leading up to the invasion, after the continuous...
Mar 2, 2022
The investment implications of the metaverse
Author: Frank Tsui The metaverse is more than immersive experiences for gamers. It is expected to be widely adopted in many areas, and...
Feb 22, 2022
Oil flirts with $100 per barrel as Russian tensions rise
By Kirsten Hastings, 22 Feb 22 But it is ‘premature’ to start talking about a European energy crisis The price of a barrel of brent crude...
Feb 18, 2022
Has the growth v value stocks trade been overplayed?
The relative performance of growth against value stocks in January as measured by MSCI has now been worse than any time since the 1970s,...
Feb 15, 2022
European Value against Growth: time to concentrate on the EPS and not the sentiment
By Sharon Bentley-Hamlyn, Founding Partner and Investment Manager at Aubrey Capital Management. The outperformance of value stocks over...
Feb 4, 2022
Put Your Money Where Your Mouth is
By Paul Smith, SustainFinance 4th February 2022 Paul Smith, Founding Partner at SustainFinance, makes a mouth-watering case for...
Feb 1, 2022
CHINESE SHAPE SHIFTING: RECTANGLES TURNING INTO CIRCLES?
We published a piece last week suggesting that the valuations of some high-quality growth companies were now discounting investor...
Jan 21, 2022
This really is India's time says Aubrey Capital Management
When it comes to the "big" emerging markets, and by that we mean big by both population and potential, it was a rather binary year in...
Dec 22, 2021
Chartwell Capital: 2022 Outlook
Ronald Chan, Chief Investment Officer and Co-Portfolio Manager at Chartwell Capital says: “If you come to think about the outlook for...
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