Shariah investing: Going beyond exclusions
Salman Siddiqui explains why he thinks Shariah-compliant investing should go beyond a screening process, to incorporate broader ESG considerations too.
Asian income: Successfully navigating turbulent markets
Against a particularly challenging macro backdrop, Jason Pidcock and Sam Konrad reflect on some of the investment decisions they’ve made this year.
What’s the opportunity for China?
Despite a particularly difficult year for Chinese equities, Vincent Che explains why he’s positive about the outlook for China, though stock selection is key.
Notes from the Investment Floor: Fixed income is attractive once again
Ariel Bezalel discusses the possibility of an imminent recession and prospects for inflation amid aggressive rate increases by central banks.
Alternatives come to the fore
Three alternatives fund managers reflect on markets in 2022 and on the importance of diversification.
Darkest before dawn for European equities?
The European equities team analyses negative performance in the region’s equity market and says in times of economic uncertainty good businesses prove their worth.
When safe havens are hard to find
Traditional portfolios allocated only to equities and bonds may not always provide the diversification needed. A permanent allocation to alternatives with low correlation can help.
EMD: A tale of two West African nations
Reza Karim, investment manager, fixed income – EMD, analyses the economic realities and investment opportunities in Nigeria and Ghana, following a recent visit.
Risk-free, risky or just a reserve?
Ned Naylor-Leyland expects gold’s allure to increase as the dollar’s dominance diminishes.
Crunch time
Ariel Bezalel and Harry Richards say concerns over financial stability risks and lower growth may eventually force central banks to pivot, which must augur well for long-term investors.