Latest

AB InBev: Catching up over a beer
  • 16 hours ago

Jithen Pillay outlines the reasons behind the relative underperformance of Anheuser-Busch InBev (ABI), implications for the company’s prospects, and our late...

Apex Group strengthens APAC presence with new office in Indonesia
  • 16 hours ago

Apex Group Ltd. (“Apex Group”) has opened a new office in Jakarta, Indonesia, further expanding its footprint across Southeast Asia.

Global Macro Insights: January 2026
  • 16 hours ago

Global growth showed modest improvement in January, though elevated uncertainty persists amid geopolitical tensions, trade policy developments, and pending US legal decisions on tariff authority. D...

Japan election results: LDP landslide victory signals bullish outlook for markets
  • 16 hours ago

Japan’s LDP secures a historic 68% Lower House supermajority, strengthening Prime Minister Takaichi’s mandate and boosting the outlook for Japanese equities, reform, and fiscal policy.

Market Perspectives: Takaichi's gamble pays off
  • 16 hours ago

This week we focus on the weekend’s Japanese elections.

New Zealand Fixed Income Monthly (January 2026)
  • 16 hours ago

Although the yield curve remains steeply positive amid optimism over New Zealand’s potential for an economic recovery, we feel that there are currently few catalysts likely to drive interest rates...

Orbis: President’s letter 2025
  • 16 hours ago

In his annual President’s letter, Adam R. Karr, from our offshore partner, Orbis, reviews the strong performance of the Orbis portfolios over the past 12...

Premium brands, smaller waists: GLP-1s and the premiumization of healthcare
  • 16 hours ago

GLP-1–based anti-obesity medicines are incretin therapies that reduce appetite and improve cardiometabolic risk, shifting obesity treatment from short courses toward chronic medical management.

Rate realities await the next Fed Chair
  • 16 hours ago

Yield curve dynamics may be in flux once Warsh is in office.