Like the ghost in Charles Dickens’s “A Christmas Carol,” recent price action in Japanese equity markets has been an unwelcome echo of the past. Outperformance of stocks with more stable earnings streams has resembled the market dynamics that provided a headwind to value investors in the decade after the financial… Read the article

US withdrawal from Paris Accord puts technology at the forefront of the climate challenge

As expected, and as promised during his campaign, US president Donald Trump yesterday announced that the US will withdraw from the Paris Climate Accord, the 2015 agreement setting greenhouse gas (GHG) emission reduction targets for individual countries. One of the major achievements of the agreement was the near universality of… Read the article

Low-volatility strategies are supposed to insulate investors from market bouts of turbulence. But lately, that’s been flipped on its head, as the strategies have underperformed and fund flows are retreating.

In the latest in our regular video series on the equities markets, Investment Director, Ritu Vohora provides an update on… Watch the video