BEFORE WE START, WHAT KIND OF INVESTOR ARE YOU?

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    Expecting a mixed reporting season

    Expecting a mixed reporting season

    This coming reporting period follows an extraordinary period of monetary tightening across the globe, with many corporates continuing to grapple with huge spikes in wage and input cost inflation.  Despite some recent easing in supply chain stresses brought about...
    Why are insurance stocks undervalued

    Why are insurance stocks undervalued

    There are a number of unique characteristics that make the insurance sector attractive in the current environment, including some company-specific factors which have led to valuation-based investment opportunities. Valuing the insurance sector Valuing insurance...
    ESG INSIGHTS: Being a Good Naber

    ESG INSIGHTS:
    Being a Good Naber

    Whenever stranded assets are mentioned we are likely to conjure the image of a dilapidated oil terminal that no longer has any value attached to it due to alternate fuels or costly environmental regulations. Commercial real estate rarely enters our consciousness and...