After a difficult period for returns in 2018, we are watching five issues that could shape markets in another potentially volatile year.
Despite the recent resurgence of growth worries, we maintain the view we expressed in February that Chinese growth will accelerate this year. This should be supportive for fixed income risk assets, especially if higher growth feeds through to other region
With macroeconomic fears dominating the airwaves, the Federal Reserve (the Fed) may need to prepare to take a less predictable course.
Disappointing macroeconomic data and ongoing political uncertainty have weighed heavily on the euro. Does this pessimistic picture mean there’s room for a rally?
Credit markets have enjoyed a strong march upwards, supported by robust technicals and a broadly positive fundamental backdrop. With issuance set to pick up, could now be the time to take some chips off the table?
The strength of the US economy is pushing rates higher, and the US dollar is following suit. But can this cyclical support for the currency continue, or will the structural headwinds prevail?
We are pleased to present the 2019 Hong Kong version of the "Principles for a successful retirement" with the latest data points to help simplify the complex for your clients and help end investors make more informed investment decisions about their retir
An improved macroeconomic backdrop continues to support hard currency emerging market (EM) debt, which has outperformed local currency EM debt this year. However, is there now room for EM currencies to take off?
Weakness in the global economy has been almost entirely driven by the manufacturing sector. With recent data showing tentative signs of a recovery, what could be the implications for bond markets?
Dovish central banks have the potential to extend the cycle—and therefore the positive environment for credit. Despite the strong performance year to date, we see opportunities for selective investors.