Latin America is at the forefront of renewable energy’s battle against established fossil fuels. Costa Rica is the only country with a 100% renewable electricity grid, while recent energy auctions in Chile and Mexico look…
Is it time for patient investors to increase commodity exposure?
Let’s start with a bullish thought to begin 2018. We, among others, have recently been pointing to the potential for higher inflation in 2018. To be clear, we are not calling for a massive shift…
Investment company performance
The political uncertainty that was a consistent feature of 2016 has continued this year with countries across Europe and Japan going to the polls; Brexit negotiations, which led to the recent announcement of a Brexit…
Week in Review: hybrid vigour
With the Nasdaq gaining some 28% this year (and Bitcoin up a mere 1,624% against the dollar), technology’s been the talk of the town. But the lines between tech companies and other areas of the…
Latin America, but without the noise
Latin America is seen as a hotbed of political disruption and volatility, but there are ways to generate a smoother ride in the region. - Latin America is an exciting place to invest, but investors…
25 years in closed-ended funds
Financial freedom - or the ability to own your home, choose how you work and when you retire - may seem out of reach to many young people today. High house prices, insecure jobs in…
The Bank of England prepares for a historic hike – is it jumping the gun? For Professional Investors Only
November 2, 2017 may go down as a historic day: it could be the first time in 3,773 days that the Bank of England raises the base rate. Of course, this is not the first…
Letter From Japan
GEORGE PALMER HAS RECENTLY TRAVELLED TO JAPAN TO MEET COMPANIES THAT WE OWN AND MANY THAT WE DON'T. Due to some odd airline scheduling it is difficult to sleep on the way to Tokyo which…
A rising sun
The CC Japan Income & Growth Trust has been designed to identify exciting investment opportunities as the consensus behaviour in Japan evolves to a more consistent trend more easily comparable to those historically associated with…
Feels Like We Have Been Here Before…
THE ELECTRIC VEHICLE REVOLUTION CHARGING FORWARD? How many people can recall when a famous British inventor last created an electric vehicle?[1] Sir Clive Sinclair dreamt up the C5 in 1979. In that year Millennial’s Baby-boomer parents…
A Synchronised Global Economic Upswing
All major economies are growing for first time since 2007 Amid the gloom and doom that characterises a lot of commentary about our world today, we think it worth noting that the global economy, by…
India’s economic gain, in spite of short-term pain
India has seen a challenging 12 months with an ambitious demonitisation plan and the reform of the goods and services tax This has created short-term disruption but seeks to address key structural problems in the…
Infographic: Asian Growth is Double the Developed World
An infographic that explains why Asian growth exceeds the developed world.
India: Asia’s growth engine
Is India on the road to realising its economic potential? India's economic growth rate has overtaken China's. Is it finally on the cusp of realising its economic potential? India’s economy is growing faster than…
China Calling
A guide to the breathtaking rise of mobile and internet companies in China and the investment opportunities they offer. Accelerating growth, evolving technology and huge end user demand make telecoms and the internet key…
As the West Ages, Asia Grows For Professional Investors Only
Our clients and investment professionals recently met in Berlin for our annual AllianzGI Asia Conference. Here are some of the highlights from two days of discussions and events, which provided our guests with a host…
Into the wilderness…
While we are typically a ‘glass half full’ bunch, recent developments around the world might have left many investors feeling slightly negative in their outlook for global markets. Let’s start with President Trump. Yes, though…
10 Core Investments for your ISA
In the aftermath of the referendum on whether to stay in the EU, investors are faced with a host of uncertainties - not only around the realities of Brexit but also, a little further down…
Value: The beginning of a New Era?
2016 is obviously going to be remembered as a year of great change from a political point of view, but it also could go down as the end of the great bond bull market, which…