Industry Voice

Rates offer alpha opportunities, dollar at risk of depreciation

Martin Lau, FSSA Investment Managers, Greater China Growth strategy, shares his reflections on the past three decades of investing in China markets

With volatility likely to persist, an active approach remains critical

Agility to offer cyclical and defensive opportunities

After over a decade of being a friend, duration risk became the bond market’s foe at the end of 2020. Aegon AM’s Colin Finlayson explains why investors should no longer fear duration risk.

For smaller company investors, the stress in the US banking sector is acutely relevant given that regional banks represent a key component of the investment universe.

A new world of geopolitical uncertainty creates new investment opportunities, be it in clean energy, critical materials or the space economy.