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On 18 June 2019, Facebook launched project Libra alongside 27 partners including e-commerce marketplace eBay, media services provider Spotify, transport network companies Uber and Lyft, and payment companies such as Mastercard, PayPal and Visa. According to the recent white paper from Libra Association members, Libra is designed to be a… Read the article

In this month’s video Investment Director Ritu Vohora, offers some key takeaways following the latest round of quarterly earnings announcements. Results were better than feared, with actual reported earnings surprising positively, particularly in the US. The economic backdrop remains supportive but earnings growth looks set to moderate in 2019, so selectivity… Read the article

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It’s no surprise that in an ever evolving and complex world where people are constantly overloaded with new information, our natural human tendency is to search for simplicity. We’ve seen this evolve in the investment world as much as anywhere else with many investors now having a single focus when… Read the article

California dreaming

Responsible investment by the bay

Taking place in a different location each year, the PRI in Person conference brings together signatories of the United Nations Principles for Responsible Investment (PRI) and other investment professionals to discuss all of the pressing issues that responsible investors are facing.

I attended this year’s… Read the article

China: A tale of two economies – will investors find good fortune in the Year of the Dog?

China was one of the best performing emerging markets last year as the stockmarket soared. This result probably surprised many investors who are more familiar with gloomy warnings about the country’s slowing economy, overheating property market and rising debt levels.

The rally arguably reflected growing confidence about the… Read the article