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On the Minds of Investors

Drawing on the depth and breadth of their market and economic expertise, our global macro strategists offer insight into today's big investment themes to enable more confident portfolio decisions.

 

 

You asked, we answer. On the Minds of Investors tackles the big questions we hear in our conversations with clients – it’s our latest thinking on the issues that matter to you.

Tai Hui

Can China sustain its strong economic momentum?

This paper, written by Chaoping Zhu, discusses the outlook on China following its recent economic data releases and fresh outbreak of COVID-19 infections.

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Should investors worry about the recent rise in Treasury yield?

This paper, written by Tai Hui, discusses the implications of rising Treasury yields on inflation, the U.S. dollar and overall economic recovery.

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What could upset a happy New Year?

This paper, written by Tai Hui, discusses the key market risks heading into 2021.

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Should investors worry about inflation?

This paper, written by Tai Hui, discusses the outlook on central bank policies to address inflation concerns heading into 2021.

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What are the implications of rising corporate bond defaults in China?

This paper, written by Marcella Chow and Chaoping Zhu, discusses the outlook on capital markets following a rise in Chinese bond defaults.

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What does the end of the Fed’s credit facilities mean?

This paper, written by Kerry Craig, discusses the ending of various Federal Reserve credit facilities in a time of lower fiscal support and weaker economic activity.

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Was the 3Q earnings season really that great?

This paper, written by Ian Hui and Alex Cheung, analyzes the 3Q 2020 U.S. earnings results and the outlook for the COVID-19 pandemic.

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Where still offers value and could continue to benefit if a vaccine is approved?

A Covid-19 vaccine could be a game changer for the global economy and markets. Global Market Strategist, Mike Bell highlights three areas that could continue to benefit should a vaccine be approved.

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Election 2020: Results and consequences

This paper, written by Dr. David Kelly and Meera Pandit, provides the latest update on the U.S. presidential election and its investment implications.

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How should investors consider the impact of climate change on their portfolios?

This paper, written by Vincent Juvyns, looks at how investors can manage climate-related risks in their portfolios, while also driving real change.

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What should investors do, given the latest surge in COVID-19 in Europe and the U.S.?

This paper, written by Tai Hui, discusses the recent rebound in COVID-19 cases and their implications on global markets.

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China’s recovery on track

This paper, written by Chaoping Zhu, addresses the latest Chinese GDP data and recovering economy with its investment implications.

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Are Chinese authorities worried about the Chinese yuan's strength?

This paper, written by Tai Hui, discusses the outlook on the Chinese yuan following its recent strong performance.

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What are the implications of China's inclusion in the FTSE WGBI?

This paper, written by Alex Cheung and Ian Hui, discusses the outlook on the Chinese fixed income market following FTSE Russell's decision to include China in its World Government Bond Index.

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What is the latest progress of China's economic recovery?

This paper, written by Tai, Hui and Chaoping Zhu, discusses the outlook on China following recent economic data releases.

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Why should I invest in equities when they are already so expensive?

This paper, written by Tai, Hui, discusses the positive outlook on global equities despite high valuations.

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Can the market bounce back?

This paper, written by Kerry Craig, discusses the longer-term outlook for equities following the recent sell-off of tech and growth stocks.

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What does the Fed’s latest change in monetary policy framework mean for Asian investors?

This paper, written by Tai Hui, discusses the recent statement by the Federal Reserve and its implications on global markets.

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Loss aversion: How does this impact investors now?

Asymmetry between losses and gains is actually a very powerful bias that influences decision making and how people invest and allocate in markets.

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What are the implications from the latest review of the U.S.-China Phase One Agreement?

This paper, written by Tai Hui, analyzes the recent discussion between the U.S. and China regarding the Phase One trade agreement.

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Where do we stand in the economic recovery?

Last week we learned that the unemployment rate fell to 10.2% in July.

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Will tensions between the U.S. and China keep rising?

This paper, written by Gabriela Santos, discusses the outlook for U.S.-China tensions amidst COVID-19 and the upcoming election season.

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How should current conditions be reflected in asset allocation?

We revisit asset allocation views as the global economy appears to be in the early innings of recovery, but stares down the limitations to growth in a pre-vaccine world.

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What are earnings forecasts telling us about the recovery?

This paper, written by Tai Hui, analyzes the S&P 500 earnings reports and forecasts and their implications on the recovery from the effects of COVID-19.

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Is the U.S. dollar weakness here to stay? What should investors do?

This paper, written by Tai Hui, examines the recent decline of the U.S. dollar and its implications on global markets.

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Could the policy response to Covid-19 lead to a resurgence in inflation?

Central banks are printing money and governments are showering it round the economy. Government debts levels are eye-wateringly high. It's no wonder investors are questioning whether a resurgence in inflation is on the cards.

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Could a second wave of outbreak derail economic recovery?

July 28, 2020

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Is the Fed reducing liquidity?

July 21, 2020

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Our views on the current A-share rally

July 14, 2020

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Why should investors consider Sustainable Investing?

Due to COVID-19 and the discussions around social issues and climate change, Sustainable Investing (SI) is more relevant today than ever before.

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Could we see another round of fiscal stimulus in the U.S.? 

July 8, 2020

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Will investing in European equities ever pay off?

Over the past 15 years, investors have been frustrated with the performance of European equities.

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When will we finally see a market correction?

At the end of last week, it looked like the equity market pullback that everyone had been expecting was finally beginning to materialize.

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Why are people talking about Brexit risks...again?

Brexit risk is not a thing of the past. As the 11-month transition period progresses, look out for the negotiations to become a source of heightened volatility.

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Should investors be concerned with another round of risk aversion?

June 16, 2020

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Is it Europe’s time to shine?

June 10, 2020

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Will the Fed cause inflation?

The balance sheet of the U.S. Federal Reserve (Fed) has increased by 2.9 trillion USD since the start of March, meaning that in just over eleven weeks it has grown more than it did in the five years following the Financial Crisis.

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Why should investors take a look at the Chinese fixed income market?

June 2, 2020

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How will COVID-19 affect Sustainable Bonds?

covid 19 affect sustainable bonds

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Income hunting: If life was tough before, it’s even tougher now

While dividends in some regions are likely to face pressure in the coming months, now is not the time to give up on equities as a key source of income for multi-asset portfolios.

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Does re-opening mean re-orienting equities?

May 28, 2020

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What are the arguments for investors to stay invested in long-dated Treasuries?

May 19, 2020

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COVID-19 shows ESG matters more than ever

The COVID-19 crisis is causing short-term ESG repercussion and longer-term shifts. Find out why sustainability has never been more important for investors.

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What can we expect from the National People’s Congress?

May 12, 2020

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What are some of the long-term structural changes from the COVID-19 pandemic?

May 5, 2020

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Are U.S. equity valuations sustainable?

April 28, 2020

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Does a slowdown in new infections mean the worst is over?

April 21, 2020

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How vulnerable are emerging markets?

April 16, 2020

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Can oil prices recover if there is a deal between OPEC and Russia?

April 7, 2020

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China set to advance stimulus efforts

March 31, 2020

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The Fed’s aggressive actions to restore market stability

March 24, 2020

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Will the Fed’s shock and awe work?

March 16, 2020

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What does the latest oil price collapse mean for investors?

March 9, 2020

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How low can U.S. Treasury yields go?

March 4, 2020

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Monetary Medicine of Limited Effectiveness

March 4, 2020

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Equity markets fall into correction

February 28, 2020

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Could the COVID-19 outbreak derail Asian economic growth?

February 25, 2020

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What happens if the Fed tries to normalize its balance sheet again?

February 19, 2020

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Could we see more monetary easing by Asian central banks? 

February 11, 2020

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What can the Chinese authorities do to protect growth from the outbreak?

February 5, 2020

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What are the investment implications from the coronavirus outbreak? 

January 29, 2020

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Should investors worry about inflation?

January 23, 2020

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Is the U.S.-China trade war over?

January 16, 2020

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Should investors still worry about U.S.-China trade?

December 19, 2019

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What is the Federal Reserve’s plan for 2020?

December 12, 2019

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Are the latest improvement in manufacturing PMIs a sign of recovery?

December 5, 2019

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How are Asian exports faring lately?

November 28, 2019

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What to expect from the 2020 U.S. elections?

November 21, 2019

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Should we be concerned about the rising inflation in China?

November 14, 2019

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Should investors be optimistic on U.S.-China trade negotiations?

November 7, 2019

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Will a general election in the UK solve the Brexit impasse?

October 30, 2019

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Should we be worried about Chinese growth?

October 24, 2019

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Should investor cheer Brexit progress and trade agreement?

October 15, 2019

Read More

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