Talking Heads – Emerging markets...
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world?…
04/04/25
China
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Podcast
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Graph
Graph of the Week –...
Chinese stocks have posted strong returns this year. After a number of false dawns following earlier stimulus packages from policymakers,…
01/04/25
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Article
Weekly Market Update – On...
Like shifting sands, fast-moving events are forcing investors to continually readjust their policy and market outlook expectations. Economic prospects for…
18/03/25
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Article
What’s new from China’s National...
While the economic targets and policy announcements from the 5-11 March National People’s Congress (NPC) might not amount to a…
07/03/25
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Graph
Graph of the Week –...
Higher-than-expected inflation data for January has stirred investor concerns over a possible revival of price pressures in the US, but…
28/02/25
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Podcast
Talking Heads – Absolute return...
There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey,…
19/02/25