This bulletin discusses the implications of negative interest rate policy
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Implications from our 2017 Long-Term Capital Market Assumptions
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
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Environmental, Social and Governance (ESG) in Emerging Markets
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
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.
Emerging market debt is underpinned by a solid fundamental backdrop, but the local index is at all-time tights. A differentiated approach seems warranted.