Preferred sector exposures
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Where in the world?
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Another day another dollar
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  • August 1, 2018
    Henna Hemnani
  • June 6, 2018
    Henna Hemnani
  • May 9, 2018
    Henna Hemnani
    In recent weeks we have seen a reversal in some year-long currency trends. Since the middle of April the US dollar has been strong, sterling has been weak, and many emerging market currencies have been falling too. In this week’s note we consider what it means for some key global asset prices if these new trends persist.
  • April 4, 2018
    Henna Hemnani
    An important part of our investment strategy is to have a blend of macro and thematic views. This helps to keep the portfolios well-diversified and therefore helps to generate more consistent fund performance. In this week’s note we expand on one of our preferred diversifying themes in the portfolios at present, the South African consumer.
  • March 7, 2018
    Henna Hemnani