BEFORE WE START, WHAT KIND OF INVESTOR ARE YOU?


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    08 August 2022

    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 by the Russia-Ukraine conflict, concerns of recession in the major economies continue to build.  

    Against such a challenging backdrop, what can we expect to learn in the coming weeks from the listed market? Are resets to earnings expectations likely to feature? Will dividends and capital management be shuttered? 

    08 August 2022
    The big picture: what lies ahead for 2024?

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    5 low P/E stocks with top management teams.

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    3 stocks on the rise (and 2 beaten-down darlings).

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    ESG INSIGHTS
    Where nature meets business: The TNFD framework.

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    ESG INSIGHTS:
    Can renewables get the world to net zero by 2050?

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    Cutting through the noise in healthcare.

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