Market hysteria, fed by a viral deluge of fake news, creates dislocations and a wealth of investment opportunities
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Parsing megatrends – long term structural shifts that have momentous consequences – particularly with relevance to Asia
Analysis of our performance and learnings from 2019. A positive outlook on opportunities in 2020
Inferences from global markets over the past decade and positioning our portfolio for the future
Excesses in the Private Assets Valuation space – a look at Softbank’s Vision Fund and its investment
ESG – Environment, Social, Governance factors – is integrated into our core investment theses
Our analysis of REITs – a vital constituent of our client portfolios’ equity yield basket
Like Japan, as the world and U.S. become low growth, low interest rate, indebted economies, winners and losers would emerge
Insights from CS conference: uncertain macro environment. Our action? Continue to run a disciplined portfolio
An undervalued tenet in investing: high predictability and low volatility of earnings. How we find such businesses