Bob Desmond, Head of Claremont Global, explains why selling Quality companies for a short-term value ‘advantage’ is not by default the best strategy to follow
With rapid digitalisation a key characteristic of our post-pandemic world, traditional banks are expected to keep pace with global trends. The Asia Pacific banking sector, in particular, appears behind global peers when it comes to digitisation, and a strong shift is needed to retain market share
Janus Henderson’s Andy Acker explains why small and mid-cap biotechs have seriously underperformed, and why a strong recovery could be expected
As equity markets continue to rise, investment managers scan the world for opportunity with an eye on inflation and the commencement of tapering by the US Federal Reserve
While further trade decoupling between China and US/rest-of-world would hurt China the most, there’s no corporate or political appetite for the costs or disruption associated with severing trade with the world’s second largest economy
US equities offer easier access to mega caps and secular megatrends that have boosted investment returns over the decade past. Shareplicity’s Danielle Ecuyer argues it’s still not too late to hop on board
A handful of countries on the African continent have the potential to alleviate future shortages of minerals needed to drive green energy solutions, but investment, political, regulatory and infrastructure hurdles linger
As 2021 is exposing many of the flaws and fragilities of the global shipping industry, disruption seems but the logical response. However, reforming the industry is far easier said than done
China’s labour force is shrinking and the consequences will be global, predicts ANZ Bank
Serial changes to China’s energy mix, needed to achieve its pledge of reaching peak emissions by 2030 and carbon neutrality by 2060, will create tectonic shifts in commodity markets