Central banks not the only ones on hold
The week going into November encompassed two major central bank meetings, the next stage in Israel’s war against Hamas, more weak...
SRI
EPFR Exchange Podcast – Japan Equities: From a dark to sunlit investment trap, feat. Pictet Asset Management Jon Withaar
In this episode, Research Associate Kirsten Longbottom and Director of Research Cameron Brandt invite Pictet Asset Management’s Senior...
Interest rates and investor sentiment on hold
Investors hoping for the p-word got one during the third week of September. But it was ‘plateau’, rather than ‘pivot’, as the Bank of England and US...
EPFR Exchange Podcast – The pros and cons of Emerging Markets featuring NFJ’s R. Burns McKinney
Co-hosts Kirsten Longbottom and Cameron Brandt invited R. Burns McKinney, Managing Director and Senior Portfolio Manager/Analyst at NFJ Investment...
Real pain for real estate on both sides of the Pacific
Although the third week of August ended with a stellar earnings report from Nvidia, maker of the graphic chips driving current artificial...
Cashing in and going on holiday
With the next US Federal Reserve and European Central Bank policy meetings still a month away and the 2Q23 earnings season beginning to wind down,...