Time for the City to get a guiding social principle
'We will get through this'
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.
'Regulatory failures' during FCA tenure
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.
Loose fiscal policy, but more uncertainty
We are 11 years into one of the greatest stockmarket upswings in history, yet the joy has not been evenly spread.
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.
What investors need to add to their checklists for the next 10 years