The bull/bear debate in credit markets in 2020, is whether we face an early 1980s-type bear market or a 2008 valuation scenario.
In recent years, investors have faced two major sources of political risk when considering UK assets: the possibility of a hard Brexit and the prospect of a more radically left-leaning government.
Last Monday, for the first time in its history, the US Federal Reserve announced a liquidity programme that includes buying corporate debt.
European economic data has been largely positive.
A decade ago, renewable energy in the UK would have conjured up images of two things: wind turbines and solar panels, since these were the main focus of media attention, government subsidies and investor inflows.
Corporate Japan is changing. When the corporate governance code was introduced in Japan in 2014, companies scrambled to find independent directors to put on the board and were more concerned with complying with the letter rather than the spirit of the...
A single unexpected event can often set things on a completely different path. That is as relevant for markets now more than ever.
Technology is transforming every other industry. The beneficiaries of this are often not the businesses deploying the new tech – they are the ones spending the money and may reap little reward for it – but the technology companies supplying them.
The polarisation of perspectives on the UK market has continued throughout 2020.
Infrastructure assets' performance is typically stable throughout economic cycles, given the essential nature of the services they provide.
As one of the multi-asset sectors, specialist has witnessed the ebbs and flows into the major asset classes.
For many years now, Chinese internet companies have been producing notable earnings expansion on the back of consumption-led growth in China.
The US stockmarket has been hitting new highs. It is election year, so investors are often looking on the bright side.
In today's market environment, uncertainty is widespread.
As the coronavirus spread peaks, persistence and penetration are at this point uncertain.
Following the Conservatives' victory in last year's General Election, the UK has left the EU and, according to current plans, entered a transition period until the end of 2020.
2019 marked the end of a strong decade for financial markets and a year that punctuates many of the same themes of the decade: US equities outperforming international equities, growth outperforming value and ongoing historically low global interest rates....
Following a strong showing in 2019, we expect Asia's fixed income markets to benefit from supportive investor sentiment as underlying economic growth in the region stabilises in 2020.
Japanese stocks appear to be vulnerable to a multitude of risks.
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?
Many investors are worried about the potential impact of the coronavirus. Only one case has been reported in Japan so far, though the authorities have quarantined a cruise ship with affected passengers on board.
In a world of slow yet steady, non-inflationary economic growth, interest rates are likely to remain at relatively low levels over the medium term.
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.