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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?
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
'Train is not going off the tracks'
Growing hope for new riches in Lunar New Year
Ahead of 'phase one' agreement
Oil and gas stocks rise amid escalating tensions
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
Too much focus on isolated events
'Muddle-through' scenario for the economy
Sustainability, geopolitics and the 'Woodford liquidity crisis'
Investors 'waiting on sidelines' for greater Brexit clarity
ASEAN countries proving largest beneficiaries
Re-escalation of trade war tensions could feed end-of-cycle concerns
Interview at Investment Week Conference 2019