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Markets

12JUN 2019

Why growth stocks look vulnerable

The divergence between growth and value parts of the market has been extreme and could be due a turnaround.

Economics

05JUN 2019

2019

JUNE

04JUN 2019

Economics

Australian rates sink to all-time low amid labour concerns

The Reserve Bank of Australia has cut rates in response to a labour market that has lost momentum, and amid concerns over household consumption and China’s trade dispute.

MAY

30MAY 2019

Economics

Brazil optimism fades as economy shrinks

Despite a poor start to the year for Brazil under new president Jair Bolsonaro, we think the picture will improve later in the year.

29MAY 2019

Markets

How different assets perform in an economic slowdown

It appears that the US is entering the slowdown phase of the economic cycle. But what might that mean for returns across asset classes? And can a recession be avoided?

29MAY 2019

Markets

What ETF flows say about emerging market debt opportunities

Outflows from the world’s largest passive emerging market debt ETF appear to be bottoming – is this an opportunity for investors?

24MAY 2019

Economics

May resignation raises UK recession risk

Our economics experts share their views as Boris Johnson, who could easily take the UK out of the EU without a deal, is installed as favourite to become the UK’s next prime minister.

24MAY 2019

Markets

Our multi-asset investment views - May 2019

We have downgraded equities this month and upgraded government bonds and gold. Here's why.

22MAY 2019

Markets

The power of disruption and what it means for Asia

The massive disruption seen in US retail is a useful reminder to Asian investors of what the future may hold.