Equities

Value stocks beginning to outperform

Concluded remuneration consultation

Dollar jumps to 13-year high

Increased infrastructure and housing spending

Boosted by financials

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

Key is understanding the effect of macroeconomics on the market

Designed to be held until 2022

US and Global strategies