Part III: Global financials – Looking forward to 2021 and 2022
7 September 2020
Our global financials team recently presented their views on the sector outlook for 2021 and 2022. Listen to a recording of the discussion where they
Part II: Global financials still offer great opportunities
22 June 2020
In a follow-up to the 28 April 2020 web-based meeting on the investment opportunities in the global financial sector, Kokkie Kooyman, executive director and portfolio
Part I: Investment opportunities in the global financial sector
30 April 2020
On 28 April 2020 we hosted a web-based meeting on the current investment opportunities in the global financial sector. Please click below to listen to
The benefits of staying the course during a crisis: a lesson from Brazil
22 April 2020
The seemingly endless negative headlines about the impact of the Covid-19 pandemic on global health systems, economies and markets runs the risk of making us