Emerging Market Debt Roundtable 2020
Historically, emerging market debt has been somewhat mis-understood and sometimes frowned upon, given its patchy boom and busts over the decades. What is the role of EMD in the portfolio? Can it be considered a separate asset class with unique factors, notwithstanding constant debates on the geographical definition of emerging markets?
Investment Strategy Roundtable 2020
The aggressive actions by governments around the world, utilising the dual force of fiscal and monetary policies, have severely distorted the markets. This compounds the difficulties that investors face in constructing resilient portfolios for the long term. Perhaps a new playbook is required.
Pacific Investment Strategy Forum 2021
The blue marlin starts life as an as a tiny larva, measuring not more than a few millimetres long and feeding on planktons. However they soon undergo a phenomenal transformation, growing to become a sizable ocean predator…. A challenge facing most pacific island funds is size.
Investment Strategy Forum 2021
One of the most common images of a dolphin is that of it gracefully jumping out of the water. Unlike the ‘fish out of water’, this mammal is amphibiously at ease as it pivots in and out of the water. What’s probably less certain is the reason for this action, with an ongoing debate among scientists.