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InvestNow News 24th June – India Avenue – May 2019 Fact Sheet
Fund Commentary: May 2019 The month of May was a very eventful period for Indian markets, as May 23rd marked the national election results. Indian equity markets hit an all-time high with the incumbent [...]
InvestNow News 24th June – Pathfinder – Monthly Review – May 2019
May 2019 Market Commentary Times have changed. A year ago, consensus opinion was for rising rates. Yet interest rate markets are pricing in a significantly different forward path. Just a few months ago, the [...]
InvestNow News 24th June – Morphic Asset Management – What I learnt starting my own fund
Jack Lowenstein 18th June 2019 Last week, seven years ago, Jack Lowenstein my Co-CIO; Geoff Wood, my Head of Macro and Risk; and myself were shown into the spare space of what had been [...]
InvestNow News 24th June – Harbour Asset Management – Responsible investing and equity returns
Harbour Navigator 20th June 2019 Jorge Waayman There is a growing awareness that stock returns are influenced by Environmental, Social and Governance (ESG) considerations. As a long-term proponent of incorporating ESG factors into our [...]