geopolitics

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