Andrew Sharp-Paul
Investment Director
Singapore

Insights By Andrew Sharp-Paul

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Outlook Equity Fixed income Commodities Inflation Volatility Asset allocation Risk management Net zero Multi-asset Article
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2022 Multi-Asset Outlook
In our 2022 Asset Allocation Outlook, we expect markets to focus on central bank efforts to tame inflation look at 5 post-pandemic essentials for 2022.
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Article
2022-12-31
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Inflation Equity Fixed income Multi-asset Article China Opportunities and risks
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Five investment essentials for a post-pandemic world
As the world “gets back to business” in 2022, a cautiously optimistic outlook seems warranted. For investors, it may be a year to think thematically.
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By

Nick Samouilhan, PhD, CFA, FRM

Andrew Sharp-Paul

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Article
2022-11-30
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Emerging markets Equity Macro and market Article
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Seven reasons to invest actively in EM equities
Investment Director Andrew Sharp-Paul makes his case for actively managed investment strategies, rooted in fundamental research, as the best way for investors to capitalize on the opportunity set in emerging markets equity.
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By

Andrew Sharp-Paul

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Article
2021-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Equity Article Fundamental equity Global Industry Research Active management Sustainability Thematic exposure
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A theme is not an index
We explore the case for active thematic investing and highlight the importance of avoiding theme-washing.
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By

Andrew Sharp-Paul

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Article
2022-06-30
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