Latest News,
Views & Blog

Multi-Asset Blog

Read More

Emerging Market Viewpoints

Read More

G10 Macro Rates Blog

Read More

In the News

Read More

Multi-Asset Blog - The biggest bubble of all time?

06 December 2017

Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset
Bitcoin: Let’s run through the bubble checklist

As Christmas parties start to fill the diary, there’s one subject everyone wants to talk about: Bitcoin. Blockchain is an innovative technology that creates an electronic ledger secured with cryptography whose applications range from the origination of corporate bonds* to simplifying the process of recording property titles. 

Read More

Emerging Market Viewpoints – December

04 December 2017

Latest Emerging Market Viewpoints
From Matt Linsey and the North of South Capital team

As we near the end of 2017 and look forward into the new year, many investors will be asking whether there is still value to be found in our markets. After all, we have seen 30%+ gains in dollar terms in many of the Emerging Market indices, significantly ahead of moves in the developed world. In fact, we seem to be on track to see the MSCI EM index outperform the S&P for the first year since 2012.   

Read More