by Jay Kumar, Fred Tando and Adithy Mula | Apr 8, 2020 | Market Insights
In this edition of our paper, we present the performance of key factors during the current Global Virus Crisis (GVC) and place this in context of previous stressed market periods. Foresight factor premium analysis focuses on the returns attached to generally accepted,...
by Jay Kumar, Fred Tando and Adithy Mula | Apr 5, 2020 | Reports
In this edition of the Cross Asset Review, we assess the past performance of various asset classes and draw implications for multi asset investors. During Q1, investors sold down their growth exposure as concerns about COVID-19 induced global recession took hold....
by Jay Kumar, Fred Tando and Adithy Mula | May 18, 2019 | Blogs
Key Insights The USD$2.6 trillion Indian economy is expected to grow by 7% in 2019, placing it amongst the fastest growing economies in the world. India’s economic growth is underpinned by structural drivers of private consumption, fixed asset investments and public...
