I did not expect the exclamation point to my earlier article to be provided so soon.

Today the Reserve Bank of New Zealand cut the Official Cash rate by 0.5% taking the rate down to 1.0%, the lowest ever. At the same time recent volatility in global markets has given gold a boost, […]

Aug 8, 2019

Key points

• The trade tensions roller coaster continued during July. Hopes were initially raised with the announcement of further trade talks in China, though that hope turned quickly to despair as Trump announced further tariffs on Chinese imports.
• The US Federal Reserve delivered its much-anticipated rate cut in July, just eight months after its last hike. The Fed’s view that this is a “midcycle adjustment […]
  

22nd July 2019 – J. Patrick Bradley

Introduction

Federal Reserve (Fed) Chair Jerome Powell made the pilgrimage to Capitol Hill to deliver the semi-annual monetary policy testimony to both chambers of Congress. The chairman, along with the Federal Open Market Committee (FOMC) members, have turned increasingly dovish in the aftermath of weakness in financial markets at year-end 2018, when financial conditions tightened. At that time, the S&P 500 fell […]

17^thJuly 2019

We are proud that the integration of ESG issues in both our investment strategy and governance structures have been validated by the recently published PRI 2019 Assessment Report

As a PRI signatory, we are committed to the six principles covering the incorporation of environmental, social and governance (ESG) issues in our investment process, and our stewardship and engagement activities. We actively promote and collaborate with other responsible investors and aspire […]