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G10 Macro Rates Blog – Your future well-being

31 January 2019

Latest G10 Macro Rates Blog
With Shayne Dunlap, Co-Portfolio Manager

Is this the direction for western economic policy of the near future?
New Zealand’s Prime Minister Jacinda Ardern has recently announced a new budget policy called the “Wellbeing Budget”. It sets five priorities focusing on living standards involving human, social and natural capital. 

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Emerging Market Viewpoints – January 2019

30 January 2019

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

Are Emerging Market equities becoming less risky in relation to developed markets? If one were to look purely at debt to GDP ratios, savings ratios, political stability and the level of domestic interest rates a fairly strong case could be made that our asset class looks as good, or better in a number of cases, than the U.S., Japan and Europe. 

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Multi-Asset Blog – Market update and positioning

07 January 2019

Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset
Market commentary, portfolio positioning and outlook

After nearly a decade of a mostly uninterrupted rise in equity markets, the final months of 2018 saw a sharp pick up in volatility and a decline in stock markets around the world. Headwinds for the markets have been building over the last few months: central banks have persisted with interest rate increases and ended their QE programmes, uncertainty surrounding Brexit has continued, the trade war between the US and China has intensified and global growth has slowed.  

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