Newsroom

Spotlight - The US Federal Reserve has committed to a ‘whatever it takes’ approach to offset the impact of the Coronavirus on the US and global economy. The key beneficiary of this commitment will be gold.

Good With Money (25.03.2020) – Our Co-Manager of the Positive Impact Equity strategy Rupert Welchman discusses the importance of impact investing in the current environment.

Fixed-income frontier markets have seen significant growth in both importance and liquidity over the past decade. While still mainly thought of as part of global EM investments, frontier markets have “grown up” and deserve to be considered separately.

Union Bancaire Privée (UBP) announced last Friday that it is further expanding its sovereign emerging market fixed income offering with the launch of a new frontier market strategy.

Spotlight - With the US and broader European economies entering the ‘acceleration’ phase of their respective COVID-19 infection cycles, fiscal policymakers across Europe and the United States have begun outlining plans to bear down on this growing shock to demand and confidence.

India’s total infected cases (979) and fatality rate (25) remain low but it has been escalating. According to the World Health Organisation (WHO), this can become overwhelming, if uncontrolled.

Our Global Head of Forex Strategy Peter Kinsella discusses the evolution of our gold outlook over the last few months and provides an update on the current climate surrounding COVID-19.

Has China turned the economic corner or will Europe and the US keep dragging it down?

Our Global Head of Forex Strategy Peter Kinsella discusses the impact of COVID-19 on the US dollar and on the wider currency universe.

Our EM macro and FX Strategist Koon Chow and our Global Head of Forex Strategy Peter Kinsella discuss the steep decline in the oil price and its significant implications for FX markets.

We believe frontier markets offer a compelling long-term investment opportunity: the combination of faster average growth rates, mostly manageable debt loads, and higher yields is what makes them attractive.

Spotlight - The 2002-2003 SARS outbreak framework that most, including ourselves, were drawing upon to anticipate the trajectory of the COVID-19 coronavirus outbreak requires an adjustment following the failure of authorities to contain the contagion to the Asian continent.