Opinions

Analysis

Value In Credit?

With the tragedy unfolding in Ukraine and persistent concerns about inflation, fear has now started to replace greed in markets, which may create interesting opportunities for long term investors.  It is very difficult to time markets, but we believe a focus on fundamentals during periods of volatility helps provide a framework for good decision making. 

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Insight

Committing to Net Zero

With the climate science increasingly undisputed and the latest IPCC1 report a timely reminder of the urgency for global climate action, expectations of the impending UN Climate Change Conference (COP 26) in November are higher than ever.

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Analysis

Update On China

While headlines surrounding a beleaguered Chinese property company have raised questions on the potential for broader contagion, we believe the situation is likely to be contained by Chinese policymakers. Portfolio Managers Warren Hyland and Christina Bastin discuss.

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