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
Emerging markets
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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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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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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
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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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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