Asia ex Japan

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Markets

07DEC 2018

Outlook 2019: Asian ex Japan equities

A tumultuous 2018 has left Asian equities significantly cheaper and presenting selective opportunities, but investors need to tread carefully. Four of our Asian equity managers explain why.

Economics

03DEC 2018

2018

AUGUST

08AUG 2018

Markets

The data boom in Chinese cities and what it means for real estate investing

China is at the forefront of a technological revolution and the quantity of data it will yield is unprecedented. For investors in companies based in the country’s global cities, this could bring compelling opportunities.

JULY

16JUL 2018

Economics

China enters the slowdown phase

Quickview: China’s economy slowed in Q2 and we see further weakness in Q3, as policymaker support takes time to translate to growth.

JUNE

26JUN 2018

Markets

"Malaysia Boleh?" (Can Malaysia do it?)

Following the recent election result, can Malaysia’s economic and stockmarket fortunes turn around or will the brain drain continue to hamper progress?

20JUN 2018

Markets

Our multi-asset investment views for June 2018

We have downgraded equities this month in Europe, Japan, Pacific ex-Japan and emerging markets. Here's why.

MAY

16MAY 2018

Markets

Our multi-asset investment views for May 2018

This month our infographic reveals we have downgraded a number of asset classes, but upgraded our view on the US dollar.

APRIL

06APR 2018

Global Market Perspective

Global Market Perspective Q2 2018

In this quarter's economic and asset allocation views, we discuss the escalating trade dispute between the US and China as well as examining the factors likely to influence US Treasury yields in the next two years.

MARCH

15MAR 2018

Investment Trusts

Is a pivotal change in the Chinese economy hiding in plain sight?

With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.