Our analysis of REITs – a vital constituent of our client portfolios’ equity yield basket
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Like Japan, as the world and U.S. become low growth, low interest rate, indebted economies, winners and losers would emerge
Insights from CS conference: uncertain macro environment. Our action? Continue to run a disciplined portfolio
An undervalued tenet in investing: high predictability and low volatility of earnings. How we find such businesses
Analysis of our performance and some learnings from 2018. A positive outlook on opportunities in 2019
Our analysis of the investment case for Cromwell European REIT – a stock waiting to be discovered
Regulatory lurches leave investors reeling. We protect portfolios via our disciplined process and by building in diversification
Comparing returns in the world’s two growth pockets – the US and Asia Pacific ex-Japan
In volatile times, we focus on long term trendlines and anchor on valuation. An opportunity in Indonesia – Astra
We see growth drivers for Asian economies but we are vigilant in managing tail risk from non-linear events