11 May 2021
A Value Renaissance

The European Renaissance began after the Crisis of the Last Middle Age, a series of catastrophes that rocked Europe, including the Great Famine and infamous pandemic – the Black Death

10 May 2021
Monthly Viewpoint – April 2021

The pandemic continued to dominate discourse in April as case numbers globally reached
record daily levels, but the impact became increasingly differentiated between the developed
world, where the vaccine roll-out is bringing herd immunity and the end of lockdowns and
movement restrictions into sight, and developing nations, notably India and Brazil, where
second waves …

12 Apr 2021
Monthly Viewpoint – March 2021

While the vaccine news in early November was arguably the critical turning point in this cycle,
providing light at the end of the pandemic tunnel, it was only in the first quarter of 2021, 12
months from the pandemic’s onset, that investors began to price in the recovery ahead and a
return to post-pandemic normality.

12 Apr 2021
SPACtacular surge

Supportive monetary
and fiscal stimulus, ultra-
low interest rates and global markets at record level have helped the US IPO market produce its busiest quarter in
over two decades

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