After benefitting from climate calm for 8,000 years the foundations are being shaken. But with over 90 per cent of the global economies committed to net-zero we have a path to crack ‘both sides of the walnut’, according to Ruffer.
Stories help investors deal with uncertainty and imperfect knowledge. But contagious narratives which come to dominate can over-inflate expectations – and therefore prices – until a new one challenges and eventually replaces it.
It’s a perfect storm: Companies are staying private for longer and finding “myriad” ways to raise capital outside the traditional IPO route, while investors are becoming attracted to the investment opportunities they present.
Simple techniques like analogies and metaphors can help you connect with clients, but ‘storyselling’ needs to be simple and relatable.
Despite the -16.3% year-to-date (YTD) performance,1 we are impressed with the resilience of Emerging Market (EM) equities. In any year with the S&P down 19.9%, the US Dollar (USD) up 7.2%,2 Russian assets marked to zero, and China locking down its two largest cities, one would rightly cover their eyes before looking at EM performance….
Late July news of the Federal Reserve (Fed) increasing interest rates another 0.75% and a second negative quarter of economic growth (GDP) has created an uncertain environment for investors.
Income arrives in many shapes and sizes The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties plaguing markets remainâ€”particularly with regard to inflation, interest rates and the possibility of recession. Stephen Dover, Chief Market Strategist, Franklin Templeton Investment Institute says: “As we look toward the…