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'
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
'Pendular nature' to 2019 flows
Safe‑haven status of the dollar remains intact
How history can provide answers to today's tariff stand-off
Deep recession unlikely
The worst case scenario for emerging market (EM) equities has started to unfold, turning a potentially positive outlook around by 180 degrees.
Trump's tariff threats could backfire on US citizens
Market signals pose 'dilemma' for investors
US 30-year Treasury plunges to record low