Pensions

Infrastructure | Institutional Masterclass

Markets

18DEC 2018

Outlook 2019: Asian bonds

Markets

18DEC 2018

Outlook 2019: Asian bonds

We expect that the US dollar’s strength should fade in 2019 as the pace of US rate hikes begins to slow, which will ease the pressure on Asian bonds …

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Economics

18DEC 2018

What casino revenues can tell us about Chinese economic growth

Economics

18DEC 2018

What casino revenues can tell us about Chinese economic growth

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 eco…

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Thought Leadership

18DEC 2018

Take nothing for granted: portfolio construction in today's great unknown environment

Our framework puts forward several approaches that investors may find useful.

Markets

18DEC 2018

Outlook 2019: China equities

We are taking a defensive stance, staying underweight to the technology sector, while emphasising domestically-focused areas of the market and those …

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