Insights

Our analysis suggests that the world economy is in the late stages of a prolonged, but relatively shallow expansion cycle. There are signs that US growth is slowing while ex-US growth has been anaemic, besides…

As long-term investors, we spend a lot of time thinking about structural changes happening in the world that will change the economic value chain. As NANCY HOSSACK explains, these studies are a crucial part of the…

One of the longest global bull markets in living memory wound down in 2018. PAUL CLUER takes a closer look at bear markets and what they mean for long-term investors.

What a difference a year can make. After a blistering 2017 when JSE and global equities surged over 20% and most asset classes delivered double digit returns, 2018 stood in stark contrast. MICHAEL TOWNSHEND looks…

Investors typically seek out emerging market investments for the prospect of higher returns, but this is often accompanied by greater risk. Foord Singapore portfolio manager GUY SHIRTLIFF takes a closer look at the…

In this age of limitless, instantaneous information, it is increasingly difficult to focus on the things that really matter to long-term investment returns. NICK CURTIN revisits the importance of remaining invested…