Despite strong fundamentals, growth stock valuations are extreme

Direct-to-consumer, data and the behavioural economy

Upbeat outlook as Japanese market is highly geared to global recovery

Beauty is only skin deep, as the saying goes. Francois de Bruin explains what this piece of wisdom means for yield-hungry income investors.

China, Japan, technology, and value have potential to shape global markets in 2021 and beyond.

The tide may be turning for value stocks

While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.

Too much of a good thing?

Predicting the growth and bursting of bubbles is a difficult task, even considered as impossible by some. In fact, bubbles can last for a long time and are only apparent when they burst. Calling them too early can lead to suboptimal allocation.

Tracking the course for global equites to a post-COVID-19 world