Markets
04JAN 2019
Inescapable investment truths for the decade ahead
Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
Fixed Income
Highlight
2018
DECEMBER
16DEC 2018
Markets
Outlook 2019: Global convertibles
Convertible bonds currently appear fairly defensive relative to history with valuations looking particularly attractive in Asia.
13DEC 2018
Markets
Outlook 2019: Global credit
Valuations have become more attractive and fundamentals are reasonably positive. But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.
06DEC 2018
Markets
Monthly markets review - November 2018
Global equities posted modest gains in November but trade wars and growth worries remained clouds on the horizon.
05DEC 2018
Markets
Outlook 2019: Global bonds
The storm clouds are gathering for fixed income investors who may soon have to leave behind the quiet life which they have become accustomed to since 2008.
NOVEMBER
06NOV 2018
Markets
Monthly markets review - October 2018
A review of markets in October when shares fell sharply amid ongoing concerns over global growth and trade.
OKTOBER
04OKT 2018
Markets
Quarterly markets review - Q3 2018
A review of markets in Q3 2018, when US equities powered ahead but political uncertainty and trade fears weighed on several other regions.
SEPTEMBER
26SEP 2018
Markets
Five charts that explain the case for emerging markets
For those investors unfamiliar with emerging markets, it’s important to understand some key facts about risks and rewards, as well as their sheer importance in the world economy.