A balanced portfolio with good quality assets can withstand seemingly significant geopolitical events. A case in point: our REIT holdings
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Singapore REITS and Business Trusts – consistently delivering returns. Also, a look at a unique income play – Accordia Golf Trust
The depreciation of the British Pound – direct, secondary and tertiary beneficiaries
Trends in the China consumer space where we are actively invested. Also, a look at one of our strongest ideas – WH Group
Government and private sector share buybacks in India: returning cash to shareholders and enhancing their returns
View from our guest contributor: Expected rebound in global nominal GDP growth
A look at the tax amnesty scheme and an opportunity in commodities