by Jay Kumar | Feb 17, 2021 | Blogs
Source: iStock This article explore how the GameStop shorting squeeze frenzy is forcing many long-short managers to re-think about their strategy. While this herding behaviour from ‘main street’ investors is a real risk for long-short funds, it remains to be seen...
by Foresight Analytics | Jan 15, 2021 | Blogs
Source: iStock This blog piece reiterates how studies around climate change and how they do not negatively affect a nation’s GDP are largely inconsistent, particularly when considering the variations among developed and developing nations economies and climate...
by Foresight Analytics | Dec 14, 2020 | Blogs, Reports
Source: iStock This blog piece discusses the urgency required for climate change action, as well as how investors can contribute to climate impact through mechanisms of selective capital allocation and shareholder engagement. It explains the frameworks that should be...
by Adithy Mula and Jay Kumar | May 18, 2019 | Blogs
Key insights Global emerging markets have provided very strong returns for long term investors. However, investors have to be prepared to accept higher volatility over shorter periods of 3 years and less. Significant performance dispersions across regions, countries,...
by Jay Kumar and Deepika Veeraraghavan | May 18, 2019 | Blogs
Key Insights AUD index against major trading partners shows clear negative trend for currency since its peak in 2012. Over the past 12 months, AUD has weakened against most major currencies, largest weakness was noted against the USD. AUD weakness is also evident over...
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...
