The structural drivers behind the ASEAN story seem too good to ignore but are valuations simply too high?
The network of ASEAN countries is so big that, if all the nations were a single entity, it would rank as the tenth largest economy in the world. This region has attracted particular attention from investors...
Markus Schomer, chief economist at PineBridge Investments, explains why he is forecasting stronger growth in the next two years as three shocks that hit the global economy in the past 18 months fade away.
Also founder of Ascentric
Impacted by costs of Vision acquisition
Simon Currie, private investment funds partner at global law firm Morgan Lewis, examines how 'third country regimes' work and the implications for asset managers if an independent UK was allowed access to the EU single market.