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
Stockmarkets finish 2019 at three-year highs
Thawing of geopolitical tensions behind positive outlook
Saudi Arabia's successful 'Future Investment Initiative' ('Davos in the desert') last month and the much-anticipated listing of Aramco have reminded us of the potential of the Gulf region for investors.
Still a good case for long-duration assets
Looking beyond trade wars and Brexit
As the trade war rumbles on, presidents Donald Trump and Xi Jinping need to agree on a trade deal, as both economies are weakening.
Country's growth story remains intact