Latest news and analysis
Thawing of geopolitical tensions behind positive outlook
Six managers give their views
Japanese equities have been sensitive to weaker global industrial demand over the past 12 months, but we expect the earnings impact from the ongoing slowdown to bottom out by the end of this fiscal year.
North American equity markets have rewarded investors in 2019 and are at or near all-time highs.
Still a good case for long-duration assets
The major boost to global equity markets this year has been the 180-degree policy U-turn by the Federal Reserve, from tightening to loosening interest rates, and from quantitative tightening to the renewed provision of liquidity to financial markets....
Hamish Baillie points to Brexit and election
Latest BofAML survey
Easing trade tensions and growing corporate earnings behind improved metrics
Survey uncovers 'bullish stance' on China
Looking beyond trade wars and Brexit
Hard currency (HC) and local currency (LC) emerging market debt (EMD) have already delivered 13% and 10.3% this year respectively.
Past the RMB7 per dollar mark
Cautious approach due to recession and political risks
What moments have freaked investors out the most?
China capable of 'mitigating impacts of broader dispute'
Investment Conundrums: Aegon's Van den Heuvel on why 'Janus-faced' economic outlook means equity upside is limited
Having a diversified portfolio could soften blows in volatile market
Familiarity matters at times of volatility, manager argues
In the US, the consumer is king; spending is at its strongest in four-and-a half years, retail sales are up, jobs and productivity figures are steady and wage growth continues.
Country's growth story remains intact
Move to avoid currencies at risk of underperforming
Trade war jitters behind manager's decision
Tariff tensions and global slowdown key factors