Fiscal Therapy: Prospects for a policy-driven boost to growth
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
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Weekly Bond Bulletin: Trade halting a positive repricing?
As a recovery in macro data produces glimmers of hope for the global economy, we question whether there is any value buying risk assets heading into the final month of the year, or if the market first needs more clarity on a trade deal to price in its con
Multi-Asset Solutions Weekly Strategy Report
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
Investing sustainably
Environmental, Social and Governance (ESG) in Emerging Markets
Brexit: New UK prime minister, same challenges
While the latest news provides dramatic headlines, Until the UK population shifts one way or another, it is unlikely the position of UK parliament will change.
Weekly Bond Bulletin: Finding the EM nuances
Emerging market debt is underpinned by a solid fundamental backdrop, but the local index is at all-time tights. A differentiated approach seems warranted.
The Demographic Challenge to Above 2% Growth
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
Weekly Bond Bulletin: EMs easing into the summer
Emerging market (EM) central banks are following their developed market peers with easier monetary policy. What are the implications for EM debt?
The investment outlook for 2020
Investment strategies for a late-cycle environment
Weekly Bond Bulletin: Forget the fundamentals?
A slew of fundamental developments over the week suggests the macroeconomic backdrop continues to deteriorate, and yet bond markets are still generating strong returns across not only safe havens but also risk assets. Can this momentum persist into Sept.