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 Ltd. (“Apex Group”) has opened a new office in Jakarta, Indonesia, further expanding its footprint across Southeast Asia.
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’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.
This week we focus on the weekend’s Japanese elections.
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...
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...
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.
Yield curve dynamics may be in flux once Warsh is in office.
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