TalkingPoint

Markets

24MAY 2017

Smaller companies in Asia: where the long-term potential lies

Markets

24MAY 2017

Smaller companies in Asia: where the long-term potential lies

For investors, many of the exciting structural themes in Asia are being driven by smaller companies. Here’s why.

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Markets

22MAY 2017

"Sell in May and go away": does it work for Asian stockmarkets?

Markets

22MAY 2017

"Sell in May and go away": does it work for Asian stockmarkets?

We take a look at the hard data to see how they stack up against the popular market saying and find one market where it might be helpful.

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Economics

24MAY 2017

China downgrade to weigh on investor sentiment

Economics

24MAY 2017

China downgrade to weigh on investor sentiment

The impact on investor sentiment of the downgrade of China’s credit rating could be far greater than its economic impact.

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20APR 2017

Why populist politics could be good for markets

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20APR 2017

Why populist politics could be good for markets

After a raft of political surprises in the past year, attention turns to the first round of the French presidential election. Keith Wade explains why…

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Global Market Perspective

12APR 2017

Q2 2017

Global Market Perspective

12APR 2017

Q2 2017

Economic and asset allocation views covering Q2 2017. In this edition we look at the impact of populism on markets, discuss our 30-year return foreca…

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Economic and Strategy Viewpoint

28APR 2017

May 2017

Economic and Strategy Viewpoint

28APR 2017

May 2017

In this month's update we ask whether the dollar has turned, look at whether the UK's snap election offers hope for a softer Brexit, and see a case o…

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