Japan has been struggling with next to no growth and fighting deflation for more than 20 years, leading to huge monetary and fiscal stimulus and structural reforms, from the 'three arrows' of Abenomics to the central bank's purchase of enormous swathes...
While the UK economy has recovered markedly since the financial crisis, UK GDP growth is set to slow. GDP growth was 2.2% in 2015, and is now forecast to slow to 1.8% in 2016 and 0.9% in 2017.
The lead-up to and events immediately following the UK Brexit confirmed to us that the optimal route into the property sector is via a 'permanent capital' model, specifically listed real estate investment trusts (REITs).
South Korea rose from the ashes of its civil war in the 1950s, when it was one of the poorest nations on earth. Now, despite being a wealthy country, it is still regarded by many as an emerging market.
Emerging markets continue to face a number of macroeconomic challenges, often linked with the dramatic falls in commodity prices and political risks that investors must discount for.
Regardless of market conditions, active management in the Japanese small-cap market is still able to provide a better return with less volatility when compared to Japanese equity market as a whole.
Despite political upheavals, the current environment of low growth and low interest rates should be broadly positive for equities in Europe.
Positive headlines from the US have been rare this year - from social issues and divisive politics to economic underperformance.
Uncertainty about what Trump may do
Recent months have been mixed for the UK property market. The asset class performed well early in the year, but returns were rocked by the uncertainty surrounding June's Brexit vote.
Emerging market fixed income has been one of the best performing assets classes of 2016 and this can be seen from improving industrial production and PMI indicators, showing that emerging economies are once again widening the gap to industrial countries....
Most developed market yield curves have suffered bear steepening over the past month, despite quantitative easing.
The luxury industry has entered a phase of consolidation. Luxury goods companies have to rethink strategies as the implosion of the gift-giving bubble, the store openings euphoria, and shifting consumption patterns have led to an increasingly competitive...
Emerging market debt has gained more than 15% in 2016, outperforming all other major asset classes and markets, and confounding the roundly pessimistic expectations at the start of the year.
Stabilising economic and corporate earnings growth, improving macro stability and overall accommodative local macro policies have provided a positive anchor for Asia ex Japan assets in the face of elevated global and developed market growth, policy and...
Need for Hong Kong to work out relationship with China
While IMF global growth forecasts may have finally steadied after five consecutive semi-annual cuts, it is not to say that the global economy has stabilised and is set to normalise once again.
Key is understanding the effect of macroeconomics on the market
Following a prolonged period of poor performance, many investors have started to reappraise the prospects for emerging markets (EMs).
European markets are finding no shortage of things to worry about, whether it be the travails of the banking sector, the tortuous Brexit negotiations that lie ahead or the end of the European Central Bank's quantitative easing next March.
Sluggish growth and weak domestic spending
A legacy of ultra-low interest rates, high government debt, and subdued economic growth in developed markets is that investment returns from all major asset classes are low and likely to remain so for some time.