Economic Views
24OCT 2018
Womenomics: Is Japan’s economy lacking women?
Japan’s impressive labour market data masks the low number of women employed or actively looking for work, known as the participation rate. We look a…
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Economic Views
24OCT 2018
Market Views: Equities
25OCT 2018
Market falls: cause for alarm or calm?
Market Views: Equities
25OCT 2018
Market falls: cause for alarm or calm?
It’s been a torrid period for stock markets recently. We examine what’s been happening and find out why some investors think it could be a time of op…
READ WHOLE ARTICLEMarket Views: Fixed Income
25OCT 2018
High grade credit: you get what you pay for
Market Views: Fixed Income
25OCT 2018
High grade credit: you get what you pay for
Investment grade corporate bonds look expensive, but given positive changes in fundamental credit quality in recent years the asset class still prese…
READ WHOLE ARTICLEMarket Views: Multi-Asset
24OCT 2018
Our multi-asset views for October 2018
Market Views: Multi-Asset
24OCT 2018
Our multi-asset views for October 2018
Our asset allocation views this month include an upgrade to equities overall, and also specifically in Japan.
READ WHOLE ARTICLEEconomic and Strategy Viewpoint
03OCT 2018
Economic and Strategy Viewpoint - October 2018
Economic and Strategy Viewpoint
03OCT 2018
Economic and Strategy Viewpoint - October 2018
The trade war between the US and China has escalated, and we expect the dispute to drag out. We assess the impact for the global economy.
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