Imagine a tribe of creatures whose only decision in life is where they should build their nests. They build nests, breed and
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Exposure to long-term growth in commodities It is possible that commodities prices will continue to rise for the next 5-10 years on
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On 15 April 2021, the US announced further sanctions against Russia[1]. The Biden administration announced the move on the back of long-discussed
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In our view, a fund of funds approach to investing in global emerging market (GEM) equities is better than a single fund
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The consensus scenario for oil demand between 2021 and 2050 Many large countries have announced plans[1] to achieve net zero CO2 emissions,
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High dividend yield stocks can perform well over the long term
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Eagles hunt over a much wider area than foxes. Several foxes can cover a single eagle’s hunting ground. Foxes know their hunting
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Earlier this year the Russian government approved an increase in the mineral extraction tax (MET) and changes to the excess profit tax
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Since the end of 3 November, the Russia equity market[1] has risen by 5% in USD terms. This is 130bp better than
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In 2018, we talked with a person from one of the Chinese asset management companies who had come to Moscow for a
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