Articles tagged as "Valuations"
Which risk runs deeper: owning or avoiding emerging markets?
Emerging markets (EMs) account for more than 80% of the world’s population and more than half of its gross domestic product (GDP) but less than a tenth of...
Stable Fund: Strong gains set the stage for a more tempered outlook
While 2025 delivered standout returns across markets, an elevated starting point warrants caution when considering future returns. Portfolio manager Sean...
Investing offshore: Dependent on Great Expectations?
After years of strong returns from US equities, the road ahead looks less certain. The question long-term offshore investors should be asking now isn’t just...
In pursuit of value
The current disparity in markets, both locally and offshore, is creating an opportunity for bottom-up investors like ourselves to generate meaningful returns...
Do fundamentals still matter?
There is an increasingly wide disconnect between the economic reality on the ground and the valuations reflected in some asset classes globally, begging the...
