Chinas policy pivot favours Asia credit
Faced with slowing economic growth, we believe Beijing has shifted its focus away from tackling the country’s medium-term structural problems.…
15/03/22
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Article
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Article
What the Chinese policy pivot means for Asia credit
Faced with a slowing economy, we believe Beijing has shifted its focus away from tackling the country’s medium-term structural problems.…
15/03/22
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Article
Decoding the policy messages from Chinas National Peoples Congress
The National People’s Congress (NPC), which took place from 5 to 11 March, saw the announcement of a target of…
14/03/22
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Article
Weekly investment update Few certainties
One of the few things that can be said with any certainty about the current market outlook is that volatility…
10/03/22
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Podcast
Talking heads Three questions on geopolitical upheaval and equity investing
Global markets have seen wide swings as concerns over tighter supplies and crimped trade in the wake of Russia’s invasion…
09/03/22
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Article
Inflation is back and here to stay
Inflation has rebounded from its pandemic-induced recession lows with a vengeance. In the US, the headline CPI rate accelerated to…
09/03/22
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Article
The inflation revival
Inflation has bounced back forcefully from its pandemic-era lows: the headline rate for the US consumer price index has reached…
09/03/22
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Article
Geopolitical gyrations hit markets
Global equities fell by almost three percent in February (MSCI AC World index in US dollar terms) as investor alarm…
08/03/22
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Article
Asset allocation monthly Strong inflation currents
Russia’s invasion of Ukraine and heightened geopolitical tensions have led to steep falls in local assets, sent commodity prices soaring…
08/03/22
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Asset allocation highlights A fresh wave of inflation
Russia’s conflict with Ukraine and the resulting geopolitical tensions have prompted sharp falls in local assets, a shift to a…
08/03/22