It is shaping up to be an eventful year for investors with January alone presenting two unforeseen events – an escalation in US-Iran tensions and fears about the impact of the coronavirus outbreak.

Taking advantage of discounts in LPE trusts

Asian equity markets have underperformed developed markets since around the taper tantrum in 2013, driven partly by monetary policy and tax cuts in the US and partly by investors’ caution on Asia.

Last year's contraction of manufacturing and industrial output was the third of the current economic cycle, influenced by dollar strength, the trade war, and the impact of strikes at General Motors and the grounding of the Boeing 737 Max.

How to reignite a sector slowly losing its way

While valuations in emerging bond markets may look fairer after solid performance in 2019, we believe various factors remain supportive to the outlook.

Regardless of your home country, there are only a handful of words across the globe that can elicit a visceral response when spoken among polite company.

Looking back at the past to predict the market of tomorrow

Low probability of US 2020 recession

Identifying resilient themes