political risk
Asia
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?
24 February 2020
•
2 min read
Asia
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.
19 February 2020
•
2 min read
Emerging markets
As we think about 2020, the biggest concern in emerging markets (EM) revolves around the contagion risks linked to US-China trade negotiations and possible knock-on effects of a divisive US election year.
12 February 2020
•
2 min read
Investment
What investors need to add to their checklists for the next 10 years
03 February 2020
•
2 min read
Markets
As multi-asset managers, we have historically been overweight to corporate bonds and specifically the financial sector ever since the Global Financial Crisis.
21 January 2020
•
2 min read
Specialist
Industry's role in improving the world more vital now than ever
20 January 2020
•
4 min read
