TalkingPoint

Markets

07DEC 2018

Outlook 2019: Asian ex Japan equities

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 o…

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Markets

07DEC 2018

Outlook 2019: Japanese equities

Markets

07DEC 2018

Outlook 2019: Japanese equities

Japanese companies continue to respond positively to the improving domestic conditions as they begin to regain some pricing power after almost two de…

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Economics

05DEC 2018

Outlook 2019: Global economy

Economics

05DEC 2018

Outlook 2019: Global economy

We forecast global growth to slow in 2019 and the dollar looks set to weaken with US interest rates peaking mid-year.

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Watch/Listen

11SEP 2018

60 seconds on why investors are converting to convertibles

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Watch/Listen

11SEP 2018

60 seconds on why investors are converting to convertibles

Martin Kuehle discusses the appeal of convertible bonds amid a backdrop of increased market volatility.

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Economic and Strategy Viewpoint

30NOV 2018

Economic and Strategy Viewpoint - December 2018

Economic and Strategy Viewpoint

30NOV 2018

Economic and Strategy Viewpoint - December 2018

In our latest update to our growth forecasts, we explain why we've downgraded global growth for 2019.

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Global Market Perspective

08OCT 2018

Global Market Perspective - Q4 2018

Global Market Perspective

08OCT 2018

Global Market Perspective - Q4 2018

The intensifying trade wars, Italy's debt dynamics and the US yield curve are among the topics we discuss in our latest economic and asset allocation…

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