In this month's infographic we look at "unloved" European shares, the economic ties that bind China and Australia and update our emerging market view.
Snapshot: We illustrate how trade concerns influenced emerging markets equity returns in 2018, and discuss the prospect of a rebound this year.
After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.
Macau is the only place in China where casino gambling is legal. The spending data, therefore, offers an alternative view of moves in the Chinese economy.
Despite his controversial reputation, Jair Bolsanaro’s victory in the Brazilian election has been greeted with investor optimism. But the real test is yet to come – particularly regarding the crucial topic of pension reform.
With the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese growth is a taste of things to come.