China

US

Trade wars: A pause or is the end in sight?

How history can provide answers to today's tariff stand-off

clock 23 September 2019 • 4 min read

Asia

Investment Conundrums: Horrocks on Matthews Asia 'picking up good companies on the cheap' amid trade war

Making the most of geopolitical tensions

clock 19 September 2019 • 4 min read

Emerging markets

'Better macro backdrop' is needed for EM earnings to improve

The worst case scenario for emerging market (EM) equities has started to unfold, turning a potentially positive outlook around by 180 degrees.

clock 17 September 2019 • 2 min read

Europe

Life after the European elections: A changed landscape in the EU

'Significant eurozone reform' on the cards

clock 16 September 2019 • 4 min read

Markets

Cazenove's Mui: The trade nightmare before Christmas

Trump's tariff threats could backfire on US citizens

clock 16 September 2019 • 2 min read

People moves

Man Group president Sorrell to step down

Reportedly leaving for a rival

clock 11 September 2019 • 1 min read

Bonds

US equity investors are too bullish and bond investors too bearish

Market signals pose 'dilemma' for investors

clock 10 September 2019 • 3 min read

UK

Allocating to UK equities in a low yield environment

Investors must avoid 'yield weighting' portfolios

clock 03 September 2019 • 3 min read

Asia

Fund managers slash exposure to global equities on trade war fears

US 30-year Treasury plunges to record low

clock 02 September 2019 • 5 min read

Emerging markets

How will renminbi movements affect other Asian currencies?

We believe the move of US dollar/Chinese renminbi above seven during early August is symbolic, and the country has explained it is in response to the US-imposed tariffs on Chinese goods.

clock 27 August 2019 • 2 min read
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