US-China relations

Wealth managers

Three investment themes to weather 'short-term noise'

Technology, infrastructure and alternatives piquing interest

clock 07 March 2019 • 5 min read

Asia

Five opportunities in China after 'perfect storm' in 2018

Prospects look good in Beijing

clock 28 February 2019 • 4 min read

UK

UBS's Magill: UK cyclicals to outperform

Equities saw a relatively indiscriminate sell-off in Q4 of 2018, with increased volatility and widening valuation spreads.

clock 27 February 2019 • 2 min read

Markets

Janus Henderson's Crooke: Why a global recession is not 'imminent'

Bear markets more common than investors think

clock 12 February 2019 • 5 min read

Alternatives

Managers increase gold exposure as dovish Fed paves way for price rally

Metal staged a comeback in Q4 2018

clock 12 February 2019 • 5 min read

Europe

Investors can no longer run the market beta higher

Geopolitical risk still an issue

clock 12 February 2019 • 3 min read

Investment

Groups remain 'optimistic' on fund sales despite £41bn drop in net flows in 2018

UK equity worst asset class

clock 12 February 2019 • 3 min read

Asia

Trade war concerns prevail as China welcomes start of a new year

2019 marks the Year of the Pig

clock 06 February 2019 • 2 min read

Asia

Where can investors find the pockets of strength in China?

Best stock picks uncovered

clock 06 February 2019 • 3 min read

Emerging markets

Carmignac's Hovasse: Trade war de-escalation needed for more constructive EM outlook

In 2018, emerging markets experienced a risk-off period, taking a hit from a combination of rising US interest rates, dollar appreciation and major political tensions pitting the US against China, Russia and Turkey.

clock 06 February 2019 • 2 min read
Trustpilot