Insights

Investment-Einblicke von unseren Experten und Vordenkern

New Zealand Equity Monthly – October 2021 (Englisch)

The New Zealand stock market has been flat in the calendar year to date, with companies working to adapt to a number of risk factors. This puts it in stark contrast with markets in the rest of the developed world, which have seen gains ranging from 10% to 25%.

Japan Value Insights: Medizintechnik erschließt Value, geht Ineffizienzen an

Japans Medizintechnik macht rapide Fortschritte. Experten trauen ihr zu, Ineffizienzen im Gesundheitssektor zu beheben und potenzielle Value-Chancen zu bieten.

Japan Equity Monthly – October 2021 (Englisch)

We explain how the recent lower house election win gives Japan’s new prime minister a free hand to pursue policies aimed to help the economy recover from COVID-19. We also analyse why a weaker yen no longer provides as much of a boost to equities.

Global Equity Quarterly Q3 2021 (Englisch)

Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as good companies make for good investment.

Asian Fixed Income Monthly - September 2021 (Englisch)

US Treasury (UST) yields rose in September, with the US Federal Open Market Committee finally alluding to moderate its asset purchases as soon as November. The rise in rates was further supported by an escalating power crunch across Europe and China amid surging energy prices prompting concerns about inflation.

Multi-asset Monthly - October 2021 (Englisch)

Volatility has arisen as we expected it eventually would, and September is often an apt month to rediscover risk given market participants’ return from summer vacations noting that record high equity markets do not quite square with a number of significant risk events on the near-term horizon.

Asian Equity Monthly - September 2021 (Englisch)

Asian stocks fell in September, with concerns about China’s growth outlook and the US Federal Reserve (Fed)’s taper plan being the key drivers of sentiment. For the month, the MSCI AC Asia ex Japan Index declined by 4.2% in US dollar (USD) terms.

New Zealand Equity Monthly – September 2021 (Englisch)

The equity market reaction to New Zealand’s second COVID-19 lockdown has been far more muted than the first time similar restrictions were imposed. The first lockdown from March 2020 caused an aggressive sell-off as investors and companies alike adjusted to a completely unprecedented situation.

Japan Equity Monthly - September 2021 (Englisch)

We provide an update of Japan’s political calendar as the new Prime Minister Kishida leads the ruling party into a 31 October general election, which could have a significant market impact. We also discuss what the recent China-related volatility could mean for the Japanese market.

New Zealand Fixed Income Monthly - September 2021 (Englisch)

Since the Reserve Bank of New Zealand (RBNZ) postponed a widely expected rate hike in August, pricing in the market has pulled back, supporting a view that the central bank will hike rates by 25 basis points (bps) at each of its next three policy meetings.

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