“Gap risk is difficult to account for in any sensible investment framework”
![](https://www.bis.hk/wp-content/uploads/2022/03/189561-375x260.jpg)
Monthly Viewpoint – February 2022
Russia – Ukraine: Implications for financial markets
“There are decades where nothing happens; and there are weeks where decades happen.”
Lenin
![](https://www.bis.hk/wp-content/uploads/2021/09/130621_600x380-375x260.jpg)
Goodbye to Greenwashers
“For fund selectors the key questions are: who is genuine and how do they
stack up versus a burgeoning
list of peers?”
![](https://www.bis.hk/wp-content/uploads/2022/02/600-w-380h-2-375x260.jpg)
Taking the (not so) long view
“While investors cannot control their natural behavioural instincts, we should focus on what we can
control.“
![](https://www.bis.hk/wp-content/uploads/2022/03/COVID-19-aE-Crisis-or-opportunity-375x260.jpg)
Monthly Viewpoint – January 2022
“We are at a critical transition in the cycle. On the positive side, we
are learning to live with Covid, and in practical terms are moving
to endemic status”
![](https://www.bis.hk/wp-content/uploads/2022/02/600-w-380h-375x260.jpg)
Staying ahead of the game
“We are all influenced heavily by
what we experienced in childhood- the knocks leave their marks.”
![](https://www.bis.hk/wp-content/uploads/2020/10/storm-sea-with-sun-appearing-clouds_1150-18316-375x260.jpg)
New Year’s revolutions
This month will see global value
outperform the growth index by the most since MSCI records began in
1974
![](https://www.bis.hk/wp-content/uploads/2022/01/600-w-380h-1-375x260.jpg)
DiversiChination
Now, everyone loves a free meal
but certainly you’re not going to eat it only because it’s free, am I
right?