Over the 35 years I have been an investor in Asia, many of the region's cities have transformed at an amazing pace. My first trip was in 1983. I visited shipyards in Singapore that are now high-rise flats and trendy bars, and rubber plantations in Malaysia that have become industrial parks.
Shanghai's Pudong area in the mid-1980s was mostly fields and today it is home to highways, tunnels, bridges and one of China's largest airports. The gleaming skyscrapers are the epitome of modernisation...
Retail companies could exceed expectations
Debt has become the opioid crisis of the global economy.
Bond investors spent most of last year transitioning towards a more fundamentally driven approach to selecting assets.
There is something strange going on in Europe according to some commentators - the market has rallied aggressively post the trade war-induced sell-off in the fourth quarter of 2018.
We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.