US dollar

Should EMD investors switch to 'fight' or 'flight' mode?

Re-escalation of trade war tensions could feed end-of-cycle concerns

01 July 2019 • 3 min read

SDL UK Buffettology tops performance charts in April as small caps soar

11% return for the month

02 May 2019 • 2 min read

Why gold is playing an increasingly important role in portfolios

The US dollar is close to peaking and the risks now seem to be on the downside.

22 March 2019 • 2 min read

Is the end truly nigh for the current business cycle?

As has been reported many times, this business cycle has continued for a long time.

05 December 2018 • 2 min read

TEMIT's Sehgal: US dollar strength remains a risk

In 2018, the world economy entered unfamiliar territory.

05 December 2018 • 2 min read

Merian's Harris: Peak in rates will be 'surprisingly shallow'

Markets have been far more volatile this year than last, taking fright at trade wars, the Italian budget, and the rout of the Turkish lira, for example. Yet most of the volatility has been in equity markets, while corporate bonds have provided a relatively...

30 November 2018 • 2 min read

Asia

What happens next for Asian equities after a 'tough year'?

Asian stockmarkets have had a tough year, culminating in October as trade tensions, a strong US dollar, rising bond yields and weaker Chinese macro data combined to send share prices sharply lower.

23 November 2018 • 2 min read