Reviews & outlooks

Portfolio Manager Brian Bandsma discusses semiconductors, regulation of tech companies in China, and India’s road to recovery.

CIO Matthew Benkendorf discusses challenges in the regulatory and business operating environment, specifically in the tech industry.

Portfolio Manager David Souccar discusses valuations, how to protect against inflation, and areas of the market where investors should tread carefully.

Portfolio manager Ramiz Chalet explores companies with pricing power that can manage well in an inflationary environment

Portfolio Manager Donny Kranson discusses opportunities and risks post-Covid, the importance of pricing power, and why ESG matters.

Portfolio manager Jin Zhang discusses EM businesses that are emerging from the pandemic in a position of strength

In its latest Global Market Outlook, Vescore’s specialist team explains the signals from its models against the current backdrop of a strong risk appetite among market participants.

Just when we thought we could stop hunkering down in our interconnected yet improvised offices (sometimes carved out from a children’s bedroom), a third pandemic wave has come upon us. Moreover, inflation is rearing its head after decades of deep sleep. We aren’t overly worried about either and reiterate our preference for equities.

In its latest Global Market Outlook, Vescore’s specialist team explains the signals from its models amidst the burgeoning inflation worries currently stirring up the markets.