Recession risks: Coronavirus + oil shock + what else?
To begin with, supply was the concern, but now demand is at risk. What is without doubt is that recession risks are elevated.Recession
Coronavirus: Earthquakes, aftershocks and recovery
Aftershocks are a frequent and disruptive result of an earthquake caused by the displacement effects of the main shock. While alarming themselves, they are often a reasonably predictable outcome of the main event. Large earthquakes can have hundreds of aftershocks. While there are familiar patterns to the distribution and magnitude of aftershocks, there can be surprises. However, they typically tend to decline in magnitude and frequency with time.
European equities: Coronavirus market reaction
Our European equity team talk about the latest market impacts of the coronavirus, what sectors have been affected, and how we are positioning ourselves.
UK equities: Coronavirus market reaction
Our UK equity team talk about the latest market impacts of the coronavirus, what sectors have been affected, and how we are positioning ourselves.
Asia Quarterly Bulletin – Winter 2020
In this issue we explore Asia’s exceptionally high-yielding bond markets, why the 21st century belongs to Asian investors and the Indian economy with problems piling up for Narendra Modi.
Weighing up potential market impacts from the coronavirus
As the virus outbreak spreads well beyond China, it is hard to forecast exactly what the economic impact will be, but it’s safe to say that consumption and supply will be significantly affected
Why the 21st century belongs to Asian investors
There is a huge shift in economic activity towards the east, all of which requires financing.
Ten European surprises for Asian investors
The continent hosts world-beating companies with competitive advantages which underpin robust growth and sustainable shareholder returns.
Why investing with “purpose” makes sense
Environmental sustainability is beginning to affect a company’s brand and competitive edge.
Indian economy: problems pile up for Narendra Modi
Not that long ago India was revelling in its status as the world’s fastest-growing large economy. But since the second quarter of 2018 – when gross domestic product grew at a brisk 8 per cent year on year, India’s economy has steadily lost steam.
