As we expected, MSCI has now formally decided to include China A-shares in its benchmark indices following its latest Market Classification Review, marking an important milestone for China’s international markets.
Predicting recessions is not easy and we do not claim to have uncovered a perfect crystal ball. What we have developed is a framework for tracking the risks, and potential magnitude, of a downturn in the US economy.
Mario Draghi reacted to the increased economic risks to the economic outlook with a bold package of monetary easing measures.
The investment landscape is changing as savers and governments place greater scrutiny on environmental, social and governance (ESG) factors. In this piece we highlight the driving forces and discuss the ways in which investors can include ESG factors
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?
THE INVESTMENT OUTLOOK FOR 2019: MID-YEAR UPDATE
This is close to being the longest economic expansion on record. Nobody knows exactly when it will end, so it’s worth considering what investments could rise in value when equities and other risk assets fall during the next downturn.
As no-deal risk subsides, UK interest rates should move higher
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.