We believe a very high level of conviction that a recession will occur is necessary before investors start overweighting or underweighting equities. This is because changes in portfolio positioning ...

Specialised commodity: A farmer prepares to roast coffee beans the traditional way in Palembang. Concerns that cheaper US imports will displace Indonesian producers must be assessed in a structural ...

When the subject is the relative positioning of competitors across the market landscape, leadership is interested, engaged, and more than willing to debate. Over the years, I've developed several ...