Global Emerging Markets

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Economics

16JUL 2018

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.

2018

JUNE

19JUN 2018

Economics

Trade tensions - the US ups the ante

As the US threatens further tariffs on Chinese goods, we look at the possible response from China and the potential impact on other emerging market economies.

12JUN 2018

Markets

Why Argentina woes shouldn’t detract from positive emerging market debt story

The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?

05JUN 2018

Markets

The market stories of May: our charts of the month

May was an eventful month in financial markets. We chart our way around key developments that matter to investors

MAY

30MAY 2018

Economics

Brazil growth slows as trucker strike darkens outlook

Quickview: Striking truck drivers are likely to further hamper a Brazilian economy already experiencing a slowdown in activity.

18MAY 2018

Markets

Could China’s bond market really be within investors' reach?

Chinese equities have become an increasingly large presence in our multi-asset portfolios, and in the coming years we're hoping to gain access to the country's onshore bond market too.

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.

04MAY 2018

Markets

Monthly markets review - April 2018

A look back on what happened to equities and bonds in April, as the oil price rallied.