Issue No. 2
22 January 2022

Like water coming to a boil, the world looks to be entering a new, more turbulent phase. The combination of heightened inequality, rising inflation, changing perceptions about the U.S. role in the world, and the fallout from COVID-19 is serving to raise the geopolitical temperature, stirring up simmering tensions that become more visible by the day. Against this backdrop of escalating unrest and instability, investors may need to rethink assumptions and strategies for the period ahead.

Issue No. 1
18 December 2021

Asia is likely to be the driving force of global consumer growth. Secular trends such as demographic changes, rapid digitalization, and rising incomes are the key factors powering this growth. But how has the pandemic affected these long-term trends – and what are the implications for investors?

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