Reviews & outlooks

A doctor examining you may find two types of cholesterol – a bad one that clogs your arteries and a good one that cleanses your blood. It’s the same with inflation, a bit of it is an indication that the economy is in good shape.

In the latest Global Market Outlook, Vescore’s specialist team explains what the models are signaling while the central banks walk a fine line between economic recovery and inflation.

In the latest Global Market Outlook, Vescore’s specialist team explains what the models are signaling while concern begins to emerge that the ultra-loose monetary policy may soon be coming to an end.

Portfolio manager Ramiz Chelat discusses valuations, structural growth trends, opportunities in semiconductors, and ESG.

Portfolio manager Jin Zhang addresses inflationary pressures and helps investors navigate Chinese and Latin American markets.

Portfolio Manager Brian Bandsma discusses regulations in Chinese tech companies, inflation and valuations.

Portfolio Manager Donny Kranson discusses the stimulus package, normalization after COVID, and the impact of inflation.

Portfolio Manager David Souccar explores the risks of hedging inflation with cyclicals and commodities and how quality companies can withstand inflationary pressures.

CIO Matthew Benkendorf discusses business models with pricing power that can defend against inflation.