TalkingPoint

Economic Views

18DEC 2018

What casino revenues can tell us about Chinese economic growth

Economic Views

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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Market Views: Equities

18DEC 2018

Outlook 2019: China equities

Market Views: Equities

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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Market Views: Fixed Income

18DEC 2018

Outlook 2019: Asian bonds

Market Views: Fixed Income

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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Market Views: Multi-Asset

12DEC 2018

Outlook 2019: Multi-asset

Market Views: Multi-Asset

12DEC 2018

Outlook 2019: Multi-asset

The traffic light for investing is turning from green to amber, but it's not time to slam on the brakes just yet.

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Economic and Strategy Viewpoint

05DEC 2018

Economic and Strategy Viewpoint - December 2018

Economic and Strategy Viewpoint

05DEC 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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