US equities and inflation: it’s all good now
As for the outlook: how much inflation is too much?
Out now: special extended issue of Mumbai Monitor
With our investment outlook for 2018 and the prospects for India’s life insurance business
Out now: the Q1 2018 issue of Asia Connect
Inside: the equity and bond outlook, consumption in China and more
Where has inflation gone?
A review of the economic outlook
New Year, new risks: Four good reasons to anticipate a return of volatility
What had been the subject of expert discussions has now become a matter of coffee-time conversation, at least within financial circles.
World water day – Thursday, 22 March 2018
To celebrate World Water Day, we are pleased to introduce – or reintroduce – you to our brochure, “Ten solutions to conserve water”.
Monthly video – March 2018
Guillermo Felices reviews the major events of the previous four weeks and discusses their impact on asset allocation, focusing on any significant changes in the model portfolio.
Asset allocation – March 2018
SUMMARY: Market review: the rebound in risky assets is ongoing, but prices are still below the pre-correction highs / Should we worry about inflation? We see a modest pick-up rather than a take-off / Can equities perform in a rising rate environment? Yes, but typically driven by strengthening earnings growth / Which safe assets can offer protection in Fed tightening cycles? No silver bullet; bonds may not offer shelter
Inflation – here to stay or gone tomorrow?
Join Steven Friedman and Cedric Scholtes for the 15 March webcast
Do the fundamentals really merit investing in local EM debt?
Join our webcast on emerging market bonds on 13 March
Parvest Equity USA Small Cap
In our view, investing in Small Cap us companies offers potential added value.
Parvest Aqua
Over the last 30 years, population growth and higher living standards have led to a doubling of water consumption worldwide. We expect water-related investments to grow by around 7%-8%1 annually over the next 20 years, far more than expected global economic growth.
Parvest Diversified Dynamic
Broadly diversified, multi-asset investments are in our view one of the best options for investors facing a seemingly endless array of uncertainties over the outlook for global GDP growth, swings in macroeconomic data and spikes in market volatility.