2017: The Year That Was
2017: a strong performance year for RVAM. We present learnings from the year and our outlook for 2018
The Learnings from ‘Fallen Angels’
Why some well-loved, built-to-last companies have failed in the past and threats to some of today’s angels
Global Growth Momentum – Emerging Challenges to US Growth
We see good bottom-up opportunities but keep our risk management antennas up
Storm Alert!
We see evidence of a possible turn in the tide in the Indian economy and the direction of the winds
Corporate Governance and Asian Challenges
Impact of corporate governance on EM stock outperformance and evaluating governance issues within our risk/return framework
ASEAN: 20 Years On From The Financial Crisis
Asean finally seems to be at the cusp of fulfilling its founders’ dreams. Also, an opportunity in Indonesia – Linknet
Markets are Rallying But Investors Are Not Partying
A narrow stock rally could signal an imminent correction. But plenty of investible opportunities still remain
The REIT Pay-off
A balanced portfolio with good quality assets can withstand seemingly significant geopolitical events. A case in point: our REIT holdings
Reflections From The First Quarter
A review of our best quarterly result since inception and takeaways from the CS conference
