Recent Posts
Australian risk & defensive assets outperform despite the global risk-off move in May 2019
Elevated dispersion and volatility due to rising geopolitical and policy risks make a strong case for active management in Emerging Markets
AUD weakness underpinned by soft fundamentals, the case for hedging foreign currency exposure remains weak
Longer term outlook for India remains highly positive, an expected Modi win bodes well for secular economic and capital market outlook