11/14/2022

Investment Strategy

After the rude bond market shock, pension funds are now trying to create liquidity in their portfolios and the illiquid property market is bearing the brunt of the same.

11/11/2022

A post-pandemic guide to equity investing

The monetary tightening has led to large corrections across markets, particularly in long-duration assets such as growth and quality stocks, as higher interest rates have fed through to higher discount rates in valuation models.