Our analysts argue over whether it’s better to take arms against volatility in a portfolio, or to simply suffer it…
Summer was a welcome opportunity for exhausted investors to turn their backs on the legion threats they face, but they haven't gone away and the days grow short - we examine four in detail...
Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…
We look back at our favourite articles of the year - including a somewhat accurate warning in January that Coronavirus might be 'something to worry about'...
A festive collection of forecasts, theories, and other harmless fictions from our analysts...
China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead...
China is one of the few countries to have defied recession in 2020. In our Short Briefings on Long Term Thinking podcast, Roderick Snell considers the pandemic’s positive effect on future growth.
Many institutional investors are structurally underexposed to one of the fastest growing parts of the world even as China A-Shares join the global indices...
An actively managed exposure to China, including Hong Kong and Taiwan, with a portfolio tilted towards domestic Chinese consumption
