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Talking Heads – New realities for investors in 2024
Portfolio perspectives | Podcast - 11:40 MIN

Talking Heads – New realities for investors in 2024

In this episode of our Talking Heads podcast, Andrew Craig, Co-head of the Investment Insight Centre, and Daniel Morris, Chief...

ANDREW CRAIG
+1 other(s)
| 04.12.2023
Weekly Market Update – Policy shift: are we there yet?
Front of mind | Article - 4 Min

Weekly Market Update – Policy shift: are we there yet?

The pace of inflation in developed markets has slowed, while China’s economic weakness appears to have hit a ‘pain point’...

CHI LO
| 23.11.2023
Investment Outlook 2024 – Stepping into a new reality
Forward thinking | White paper - 24 Min

Investment Outlook 2024 – Stepping into a new reality

In 2024, the fuel that drove economic activity in 2023 will start running low. In the US, excess savings will...

Talking Heads – Global emerging markets: adjusting to slower Chinese growth
Portfolio perspectives | Podcast - 13:49 MIN

Talking Heads – Global emerging markets: adjusting to slower Chinese growth

Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an unusually lacklustre...

ZHIKAI CHEN
+1 other(s)
| 13.11.2023
The renminbi’s creeping internationalisation (IV): BRICS expansion and the rise of Africa
Front of mind | Article - 4 Min

The renminbi’s creeping internationalisation (IV): BRICS expansion and the rise of Africa

The expansion of the BRICS bloc and China’s increasing business in Africa are deepening the renminbi’s internationalisation as China works...

CHI LO
| 27.09.2023
Weekly Market Update – Divergence is the theme
WEEKLY
MARKET UPDATE 14.09.2023
Front of mind | Article - 4 Min

Weekly Market Update – Divergence is the theme

Divergence is a key theme in global markets now, with the manufacturing side of many economies much weaker than the...

CHI LO
| 14.09.2023
Is China falling into deflation?
Front of mind | Article - 2 Min

Is China falling into deflation?

China’s headline consumer price index fell by 0.3% year-on-year in July to register deflation for the first time in two...

CHI LO
| 05.09.2023
Weekly Market Update – A bull in a ‘China shop’
WEEKLY
MARKET UPDATE 17.08.2023
Front of mind | Article - 3 Min

Weekly Market Update – A bull in a ‘China shop’

Gains in equity markets this year reflect an outlook where economies continue to grow despite tight monetary policy, while the...

CHI LO
| 17.08.2023
Should investors fret over talk of China heading for a ‘balance sheet recession’?
Front of mind | Article - 3 Min

Should investors fret over talk of China heading for a ‘balance sheet recession’?

China’s economy shows symptoms of a ‘balance sheet recession’, which can destroy wealth and confidence, force economic agents to cut...

CHI LO
| 15.08.2023
Weekly Market Update – Big swings in long bond yields
WEEKLY
MARKET UPDATE 10.08.2023
Front of mind | Article - 3 Min

Weekly Market Update – Big swings in long bond yields

Economic growth and inflation are slowing, developed country central banks are nearing the end of their tightening cycles, and some...

NATHALIE BENATIA
| 10.08.2023
Weekly Market Update – Policy tightening bites; a Politburo put in China?
WEEKLY
MARKET UPDATE 03.08.2023
Front of mind | Article - 3 Min

Weekly Market Update – Policy tightening bites; a Politburo put in China?

Second-quarter purchasing managers’ indices (PMIs) suggest that the steep cycle of interest rate rises by leading central banks might be...

CHI LO
| 03.08.2023
China’s demographic pains – Labour unwanted
Front of mind | Article - 3 Min

China’s demographic pains – Labour unwanted

To counter the drag of an ageing population on growth, Beijing is planning to gradually raise the legal retirement age....

CHI LO
| 02.08.2023