Climbing the wall of worry

October 12, 2021

Evergrande. The US debt ceiling. Federal Reserve QE tapering. Supply shortages. Oil prices. Stagflation. High…

The opportunity in Hong Kong

September 16, 2021

The recent equity market selloff amid Chinese regulatory changes and concern over slowing GDP growth…

Protected: Bitesize Global Markets Review – September 2021

September 14, 2021

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Protected: Oreana Global Markets Review – September 2021

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5 Reasons Why ESG Sustainable Investing Will Pay Off

August 23, 2021

There has been a misconception that financial investments and social returns don’t always go hand…

Protected: Bitesize Global Markets Review – August 2021

August 13, 2021

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Protected: Oreana Global Markets Review – August 2021

There is no excerpt because this is a protected post.

Don’t be fooled by AUD weakness

The Australian dollar has depreciated to around USD0.73 from its peak of around USD0.80 earlier…

HEAD-TO-HEAD: Morgan Stanley versus T Rowe Price | Fund Selector Asia

July 30, 2021

Fund Selector Asia asked Isaac Poole, our Global Chief Investment Officer, to select two US…

The risk from low rates

July 19, 2021

Low sovereign bond yields, at this stage in the economic cycle, are bad. If they…

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