Asset Allocation Monthly – More:...
The narrative of ‘immaculate goldilocks’– rising growth and falling inflation – was always at risk of being challenged in the…
12/04/24
Emerging markets
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White paper
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Podcast
Talking Heads – Looking to...
Robust domestic demand and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024.…
26/02/24
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Article
Fixed Income Quarterly – Emerging...
Emerging market (EM) sovereign and corporate bonds saw a broad-based rally in the final months of 2023 as investors became…
14/02/24
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Article
Graph of the Week -...
China’s stock market has been one of the worst performing in the world, with the Shanghai Shenzhen CSI 300 dropping…
02/02/24
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Article
China’s central bank needs to...
In our view, there are good grounds for believing that China’s monetary transmission mechanism has lost effectiveness since the pandemic.…
19/01/24
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Article
Graph of the week –...
The rally in markets over the last month has largely been driven by the view of a “soft landing” in…
12/01/24