Featured articles

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Chile: wind of change

We visited Chile, a country historically described as the ‘Switzerland of Latin America’, but also one whose reputation has been challenged of late.

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Christoffer Enemaerke
Feb 12, 2025

Monetising macro volatility in Trump 2.0

As a macro investor, Russel Matthews seeks to identify the best opportunities regardless of market backdrop. He shares his views on the year ahead.

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Russel Matthews
Feb 10, 2025

Private credit opportunities in emerging markets

We discuss how a selective approach to high quality EM private debt investments can enhance returns, while reducing risk and dampening volatility.

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Mihai Florian
Feb 04, 2025

EM equities: when challenges become opportunities

EM equities have started to perform better relative to DM equities of late. We look at whether this performance can be sustained and the main drivers.

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Phil Langham
Feb 05, 2025

Europe feeling ghosted by its former best friend

US pushes for Ukraine peace, exposing EU's military reliance on Washington, prompting urgent defence spending discussions.

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Mark Dowding
Feb 21, 2025

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