TalkingPoint

Economic Views

19JUN 2018

Trade tensions - the US ups the ante

Economic Views

19JUN 2018

Trade tensions - the US ups the ante

As the US threatens further tariffs on Chinese goods, we look at the possible response from China and the potential impact on other emerging market e…

READ WHOLE ARTICLE

Market Views: Equities

13JUN 2018

Active vs passive: how the debate stacks up in Europe ex UK equities

Market Views: Equities

13JUN 2018

Active vs passive: how the debate stacks up in Europe ex UK equities

The argument over whether to use passive or active funds is often narrowly focused on the US. Here, we examine the evidence for Europe ex UK equities…

READ WHOLE ARTICLE

Market Views: Fixed Income

12JUN 2018

Why Argentina woes shouldn’t detract from positive emerging market debt story

Market Views: Fixed Income

12JUN 2018

Why Argentina woes shouldn’t detract from positive emerging market debt story

The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given…

READ WHOLE ARTICLE

Market Views: Multi-Asset

19JUN 2018

Four reasons for caution on a market in transition

Market Views: Multi-Asset

19JUN 2018

Four reasons for caution on a market in transition

Investors are mostly optimistic and seemingly confident of sizable future gains, in spite of historically unfavourable valuations and a number of oth…

READ WHOLE ARTICLE

Economic and Strategy Viewpoint

01MAY 2018

Economic and Strategy Viewpoint - May 2018

Economic and Strategy Viewpoint

01MAY 2018

Economic and Strategy Viewpoint - May 2018

Trade wars, and how they might affect the US, emerging markets and Japan, are the focus of this month's viewpoint.

READ WHOLE ARTICLE

Twitter