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Turmoil at Credit Suisse: should investors be concerned?

This update elaborates on the follow-on implications stemming from the volatility at Credit Suisse in March 2023.

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Silicon Valley Bank (SVB) and Signature Bank collapse: what happened and the implications

This update examines the impact of the collapse of the two US banks – SVB and Signature Bank, as well as the risk of wider systemic failure.

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Enduring structural themes to outlast the cyclicality of markets: from East to West

This paper dives deep into several durable structural themes that have the propensity to outlasts the volatility from short to medium term market cycles.

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Winning in the New World Order: Investment trends that will shape 2023 and beyond

We have revised to positive the outlook for risk assets, amidst the backdrop of an unfolding ‘New World Order’. We also expand on the key trends that will shape the opportunity sets in 2023 and beyond.

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Investing in a 3G environment

We highlight the opportunities to pursue in a world increasingly shaped by the 3 Great (3G) forces of a Great Decoupling, Great Volatility, and a Great Reset.

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