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
Emerging markets
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Article
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Article
Explaining the plunge in China’s...
For the first time since records began, China has suffered an outflow of foreign direct investment (FDI), raising market concerns…
08/12/23
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Article
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
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Article
How innovative Asian firms have...
The rapid electrification of the car market highlights the global opportunities for the region’s technological leaders. Technological innovation has…
16/11/23
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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
Weekly Market Update – The...
The rise in yields of US Treasuries, which began in August, saw the 10-year yield reach 5.0% this week. The…
26/10/23