Investment insights

  • Investment insights | Fed | Monetary policy Could the Fed cause the next recession?

    After six rate hikes over a period of more than two years, the US Federal Reserve’s (Fed’s) tightening phase is now well progressed. But will the Fed over tighten in this cycle?

    • 20 Apr 2018
  • Investment Insights | Asset Allocation Relationship troubles

    The correlation between equities and bonds has been volatile recently. What implication does this have for asset allocation?

    • 23 Feb 2018
  • Investment insights The complacency conundrum

    With developed equity markets still posting very strong risk-adjusted returns, are investors complacent or not?

    • 14 Oct 2017
  • Investment Insights Multiple choice

    Do investors place too much emphasis on the price to earnings (PE) ratio? With US equity multiples looking full, we take a deeper look at the PE ratio and assess its value to investors as a predictor of forward index returns.

    • 06 Sep 2017
  • Investment Insights Human capital: power to the people

    What role should population trends play in investors’ analytical armoury when shorter-term market sentiment seems to offer the key to performance?

    • 10 Aug 2017
  • Investment Insights Trouble with the curve

    Should low levels of unemployment lead to increasing wage growth? Despite very low levels of unemployment, wage growth is not rising close to what the Phillips Curve suggest. Why?

    • 20 Jul 2017