US-China relations
Asia
Japanese equities have been sensitive to weaker global industrial demand over the past 12 months, but we expect the earnings impact from the ongoing slowdown to bottom out by the end of this fiscal year.
26 November 2019
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2 min read
US
North American equity markets have rewarded investors in 2019 and are at or near all-time highs.
22 November 2019
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2 min read
Equities
The major boost to global equity markets this year has been the 180-degree policy U-turn by the Federal Reserve, from tightening to loosening interest rates, and from quantitative tightening to the renewed provision of liquidity to financial markets....
18 November 2019
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2 min read
US
Easing trade tensions and growing corporate earnings behind improved metrics
12 November 2019
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5 min read
Emerging markets
Hard currency (HC) and local currency (LC) emerging market debt (EMD) have already delivered 13% and 10.3% this year respectively.
07 November 2019
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2 min read
