Are markets ahead of the economy and should they be?
Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.
Covid-19: what exactly is going viral?
The coronavirus outbreak is extremely complex, with the fear of the virus so far seemingly greater than its actual impact. The economic consequences, however, are very real.
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.
Strategies that benefit from volatility
While 2019 proved a buoyant year for all financial markets, the first weeks of 2020 have proved volatile. Asian investors who remember previous corrections are looking for sophisticated strategies fit for all market conditions.
Asset Allocation Monthly
View the latest Asset Allocation Update
