INFLATION INFLECTION

In this podcast, Nick Curtin, Head of Business Development, takes a deep dive into the world of inflation and explains why we identified it years ago as our number one emerging global risk.

INFLATION — NO FAIRY TALE ENDINGS

In this podcast, Nick Curtin, Head of Business Development, shares a fascinating perspective on the inflation roadmap might look like going forward.

INVESTMENT RETURNS IN SLUGGISH GROWTH MARKETS

Is it possible to generate portfolio growth even when there is no economic growth in a country? Portfolio Manager Nick Balkin discusses.

GOOD PROGNOSIS FOR HOSPITAL STOCKS

In this podcast Equity Analyst Dhersan Chetty discusses a developing trend – greater awareness of and need for medical aid cover.

Markets in a Nutshell — February 2022

Russian war threats against Ukraine turned into a full-scale invasion, trumping market worries about the direction and timing of the Fed’s interest rate decisions. Developed and emerging markets retraced as the risk environment deteriorated. Only a few commodity exporting countries benefited from the spike up in commodity prices.  Commodities responded sharply on expectations of war-related supply shortages to come. Precious metals gold and silver were also well bid on the back of the rising risk environment.

Safety First in the Face of Russian Strikes

Russia’s invasion of Ukraine strikes us as one of the most-expected unexpected events of recent times. Forged by his own sense of destiny and steeped in a revisionist ideal of Russian identity, President Putin has executed a decidedly aggressive change of course, rattling the cage of the current world order. In hindsight, it is difficult to feign surprise at this outcome.

NEWDIGATE INSIGHTS: IN CONVERSATION WITH DAVE FOORD – PART 1

In this podcast Dave Foord shares his thoughts on surviving the industry for over 40 years with Justin Newdigate.

NEWDIGATE INSIGHTS: IN CONVERSATION WITH DAVE FOORD – PART 2

In this podcast Dave Foord discusses how to finish first, the importance of knowing yourself and the discomfort of being right with Justin Newdigate.

Hospital Stocks on the Mend

The past two years of living with COVID-19 has started some trends and accelerated others. Trends such as remote working are now well entrenched. Equity analyst DHERSAN CHETTY discusses another developing trend—greater awareness of and need for medical aid cover.