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Analysis

Desmond Soon

29 December 2021 • By Desmond Soon and Jie Peng • 1 min read

China gets ready with macro levers to manage credit crunch

The likely long-term fallout from the credit crunch currently affecting highly leveraged Chinese property developers Evergrande, Fantasia and Kaisa is...

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Desmond Soon

2022 outlook: Finding attractive income and lower duration

In the current market environment, investors are faced with the challenge of finding attractive current income solutions that offer protection from ri...

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Desmond Soon

Services incumbents will escape destruction from tech disruption

Technological change has left a wake of destruction across manufacturing and retail, decimating storied names such as Nokia, Brooks Brothers, Sears, D...

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Desmond Soon

COP26: Closing the expectations gap around climate policymaking

Looking back on COP26, cynicism may feel like an appropriate response, with significant agreements watered down or lacking consensus. Reactions have b...

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Desmond Soon

Global small cap outlook: What’s likely to continue – or change?

Our distinct experience and perspective as global small cap specialists have provided a very specific lens through which we view the current market. ...

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Desmond Soon

Stop it or COP it

In the lead up to the Climate Change Conference in Glasgow, we were inundated with projections, pledges and pathways about our greenhouse gas future. ...

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Desmond Soon

Is the housing market facing headwinds coming into 2022?

The last 12 months have seen unprecedented growth in the housing market. In fact, we have seen the strongest growth in housing market values since the...

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Desmond Soon

Why the ‘green bond’ label isn’t enough

Climate change is the defining issue of our generation, and the evidence is clear that the appetite for sustainable investments is only going to incre...

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Desmond Soon

Active v passive debate: Ignore ‘either-or’ and choose ‘both’

The active versus passive debate is a perennial but misplaced one. Striking the ideal balance between the two distinct investments can greatly influen...

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Desmond Soon

Building blocks key to emerging market returns

By comparing the returns of developed markets to emerging markets (EMs) using the building blocks of earnings per share (EPS) growth, income, valuatio...

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