Ranked #1
US/China relations: from trade war to tech war
US/China relations: from trade war to tech war
July 3 2019: Technology is quickly becoming the most significant area of competition in the US-China rivalry. How the te... Read more
3 Jul 2019
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15mins
Ranked #2
Trade war: who holds the stronger hand?
Trade war: who holds the stronger hand?
May 10 2019: John Stopford, in an interview recorded on Thursday 9 May, looks at the ongoing trade tensions between the ... Read more
10 May 2019
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10mins
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Ranked #3
‘Dedollarisation’ – how a global currency shift may surprise investors
‘Dedollarisation’ – how a global currency shift may surprise investors
April 24 2018: Philip Saunders and Sahil Mahtani look at why de-dollarisation could be the story of the next cycle. Find... Read more
24 Apr 2019
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11mins
Ranked #4
Why China now?
Why China now?
April 10 2018: Co-portfolio manager, Wenchang Ma, believes it’s time to change the conversation when it comes to China.
10 Apr 2019
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10mins
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Ranked #5
2020 outlook – what a relief?
2020 outlook – what a relief?
December 3 2019: After a fretful year in markets, can we expect a late-cycle relief rally in 2020? Philip Saunders maps ... Read more
3 Dec 2019
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8mins
Ranked #6
Counting on resilience rather than monetary stimulus – Investment Views 2020
Counting on resilience rather than monetary stimulus – Investment Views 2020
December 6 2019: Clyde Rossouw explains why he’s looking for companies that can drive their own earnings growth and that... Read more
6 Dec 2019
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7mins
Ranked #7
Rural China: the next half-billion
Rural China: the next half-billion
November 18 2019: Investors are well aware of the urbanisation story in China. Yet it is rural China, making up 40% of t... Read more
18 Nov 2019
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10mins
Ranked #8
Is 2020 the year of differentiation for emerging markets? – Investment Views 2020
Is 2020 the year of differentiation for emerging markets? – Investment Views 2020
December 19 2019: Emerging markets are diverging from developed markets in response to slower economic growth. Hear from... Read more
19 Dec 2019
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8mins
Ranked #9
Investing for a better tomorrow
Investing for a better tomorrow
March 26 2018: John Green talks to Lindsay Williams about how the investment industry can focus on positive action to ad... Read more
26 Mar 2019
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14mins
Ranked #10
UK update: seeking clarity
UK update: seeking clarity
July 25 2019: Following the appointment of Boris Johnson as UK Prime Minister, Russell Silberston looks at the market re... Read more
25 Jul 2019
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6mins
Ranked #11
Japan by the numbers
Japan by the numbers
February 21 2020: Philip Saunders unpacks the Japanese economy following the release of the latest GDP numbers.
21 Feb 2020
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12mins
Ranked #12
Sustainability and Satellites
Sustainability and Satellites
June 28 2019: Vivienne Taberer and Lindsay Williams discuss our recently released report, written in collaboration with ... Read more
28 Jun 2019
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14mins
Ranked #13
Tackling one of humanity’s greatest challenges
Tackling one of humanity’s greatest challenges
April 30 2018: Tom Nelson discusses the challenge of decarbonization, the transition to a new world of energy and the ri... Read more
30 Apr 2019
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14mins
Ranked #14
Investors’ focus on sustainability will intensify in 2020 – Investment Views 2020
Investors’ focus on sustainability will intensify in 2020 – Investment Views 2020
December 10 2019: Asset owners are under increasing pressure to ensure that their allocations fully incorporate ESG cons... Read more
10 Dec 2019
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8mins
Ranked #15
Mining Indaba: A few days of optimism
Mining Indaba: A few days of optimism
February 12 2018: George Cheveley attended the Mining Indaba in Cape Town and reports back to Lindsay Williams on themes... Read more
12 Feb 2019
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9mins
Ranked #16
South African elections: a time to take bold moves
South African elections: a time to take bold moves
May 16 2019: With votes now counted and the ANC majority confirmed, Nazmeera Moola and Jeremy Gardiner unpack where Sout... Read more
16 May 2019
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12mins
Ranked #17
South East Asia’s new dynamic
South East Asia’s new dynamic
February 19 2018: Michael Power updates Lindsay Williams on his recent trip to South East Asia.
19 Feb 2019
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10mins
Ranked #18
The trade war in numbers
The trade war in numbers
July 24 2019: Following the recent release of Chinese GDP figures and economic data from the USA, Michael Power discusse... Read more
24 Jul 2019
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11mins
Ranked #19
Positive mood at Mining Indaba
Positive mood at Mining Indaba
February 10 2020: George Cheveley travelled to Cape Town to take part in the annual Mining Indaba and reports back to Li... Read more
10 Feb 2020
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10mins
Ranked #20
South Africa’s ratings balancing act - South Africa update
South Africa’s ratings balancing act - South Africa update
February 7 2020: Nazmeera Moola outlines the current state of the South African economy and looks ahead to the upcoming ... Read more
7 Feb 2020
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10mins
