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
Emerging markets
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Article
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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
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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
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White paper
Asset Allocation Monthly - A...
We judge the risks to growth as being skewed increasingly to the downside, particularly in the US. We see roughly…
07/06/23
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Article
Graph of the week –...
*Includes internet retail, media & entertainment, and interactive media. The outperformance this year of developed market equities relative to their…
23/05/23