Asset Allocation Monthly – Bonds...
Bond markets rallied sharply in November on the back of falling inflation and weak economic data, markedly benefiting our active…
05/12/23
China
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Article
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Podcast
Talking Heads – New realities...
In this episode of our Talking Heads podcast, Andrew Craig, Co-head of the Investment Insight Centre, and Daniel Morris, Chief…
04/12/23
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Article
Weekly Market Update – Policy...
The pace of inflation in developed markets has slowed, while China’s economic weakness appears to have hit a ‘pain point’…
23/11/23
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White paper
Investment Outlook 2024 – Stepping...
In 2024, the fuel that drove economic activity in 2023 will start running low. In the US, excess savings will…
17/11/23
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Podcast
Talking Heads – Global emerging...
Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an unusually lacklustre…
13/11/23
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Article
The renminbi’s creeping internationalisation (IV):...
The expansion of the BRICS bloc and China’s increasing business in Africa are deepening the renminbi’s internationalisation as China works…
27/09/23