Jonathan Armitage, CFS Chief Investment Officer, is joined by Al Clark, CFS Head of Investments, to highlight the market events that shaped 2023, including the big surprises that no one expected. They also discuss what will be the key features of the investment environment going forward in 2024.
What were the big surprises from US reporting season? Is a US recession in 2023 still on the cards? In this month’s video, CFS Chief Investment Officer, Jonathan Armitage delves into these latest market events, as well as whether inflation has been defeated and if China’s economy is in trouble.
David Blood shares the formula for sustainable investing success
17 May 2023
At Generation Investment Management, the commercial outcomes are critical to delivering the organisation's mission to change capital markets and inspire people to want to deploy capital in a more sustainable way.
During his visit to Australia, Generation’s David Blood joined CFS CIO Jonathan Armitage for a fireside chat in part one of our exclusive video series.
CIO Jonathan Armitage and Head of Investments Al Clark provide their insights on what’s driven CFS’s double-digit returns, new opportunities from inflation volatility, and the need for transparent reporting for unlisted assets. Plus, what’s next for CFS?
March experienced a significant swing in market sentiment and outlook, marked by a series of dynamic events. The month began with a notable increase in rate expectations and asset prices continued to demonstrate the impact of higher rates, extending the downward trend from February.
Our new study reveals low comprehension of ESG terms amid expectation that demand for ESG-related funds will increase over the next five years. CFS is working with advisers to support client education efforts.
What’s happening in markets, particularly in the bond market? In this quarterly update, CFS Chief Investment Officer, Jonathan Armitage is joined by Head of Investments, Al Clark, where they unpack the latest global developments, plus insights from a recent visit to the US and Europe.
What were the highlights from Australia’s reporting season and what did it reveal about corporate profitability? In this month’s video, CFS Chief Investment Officer, Jonathan Armitage covers these developments, and shares his insights on China and the domino effect playing out in the global energy landscape.
What you need to know about the Evergrande bankruptcy
22 Aug 2023
A crisis has been brewing in China’s property market since a significant change in policy by Beijing in 2020. In the last week, Evergrande finally succumbed to its staggering debt, and other developers are on shaky ground. We explain what led up to this, and what it may mean for the China given the property sector accounts for a quarter of that economy.
Baillie Gifford: looking through the noise for long term growth
18 Apr 2023
This latest briefing update comes from Mark Urquhart, Investment Manager of the Baillie Gifford Long Term Global Growth strategy, where he shares insights into the next generation of stocks. Mark also discusses common characteristics among those stocks that have recovered from significant drawdowns compared to those stocks that have not.
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