Will some sectors sink or swim?
Polls and politics mean no respite for investors
Rising from generations of socio-political instability
Key themes to look out for beyond Q2
How Washington has an edge over Beijing
Fund Manager of the Year Awards: Winner's interview with the Eaton Vance Emerging Markets Local Income team
Winner of the Bonds: Emerging Market Debt Award
Gold miners offer best access
Managing rising costs amid myriad macro risks
Crude futures seesaw between negative territory and recovery
What lies ahead in 2020? Will the US economy tip into recession or accelerate? Will Brexit make or break the UK and its erstwhile partners in Europe?
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.
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.
While valuations in emerging bond markets may look fairer after solid performance in 2019, we believe various factors remain supportive to the outlook.
Heightened volatility here to stay
Recent sharp movements are 'rare'
2019 was marked by US dollar appreciation
What investors need to add to their checklists for the next 10 years
Not all economic indicators have turned green
The current macroeconomic backdrop is a good opportunity for us to be reminded of the difference between 'signal' and 'noise'.
A return to safe-haven stocks
Growing hope for new riches in Lunar New Year
Which will evolve and which will wither?
Ahead of 'phase one' agreement
Oil and gas stocks rise amid escalating tensions