กองทุนรวมผสม

Diversified Assets – Rapid-fire Note

Listed infrastructure investment companies are trading at significant discounts to NAV. Uncover the reasons and potential opportunities for investors.

Intangible assets: any more value to be grabbed?

Craig Hoyda relooks at intangibles – non-physical assets such as goodwill, brand value and intellectual property – and wonders whether home truths established over the past two decades need reassessing in light of the latest market developments.

The changing drivers of global currency markets

Gerry Fowler examines the drivers of forex markets – global inflation and central bank responses – and suggests currencies (other than the dollar) that may strengthen as investors seek havens amid growing recession fears.

Climate scenarios and expected returns

Long-term investors, such as pension funds and insurers, allocate their portfolios between bonds, equities and other asset classes using a process that compares expected risk and return.

India’s Budget – Pro-Growth (and What That Means for Stocks and Bonds)