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Partners Group: gaining from long-term tailwinds download
Private markets, including equity and debt, infrastructure and real estate, stand out as a high-margin part of the asset management sector that is still expanding, with returns higher than those delivered by public markets.
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Macro and structural woes leave banks out in the cold download
With valuations plumbing depths seen in 2009 and 2012, and headwinds many and varied, is there hope on the horizon for one of Europe’s most beleaguered sectors?
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Leaders’ Perspectives: Quarterly – Autumn 2019 download
In the Autumn 2019 issue of the Leader’s Perspectives:...
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Time is running out to solve China’s debt bubble download
Many investors are focused on the outlook for trade talks with the US, fearing an all-out trade war which would negatively impact global, and especially Chinese, equity markets. But investors underestimate the mounting problems caused by the recent rapid expansion of credit in China. Only radical solutions now remain to resolve the country’s growing credit bubble, says Paul Smillie.
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Risk-on for Southeast Asian bond markets download
Local currency debt markets in Southeast Asia have enjoyed a sharp turnaround in fortunes and their upward momentum is supported by improving economic trends.
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Why Spanish bond markets are celebrating divergence from Italy download
The country tackled its economic problems earlier than its Mediterranean counterpart.
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Emerging markets: Mid-year Review download
Early euphoria has slowly evaporated in an eventful six months which has taken in trade wars and political uncertainty in Mexico and Brazil.
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Anticipating a strong year for bonds download
In contrast to tightening monetary policy in the US and a lower pace of quantitative easing in Europe, Asian central banks are maintaining accommodative monetary policy.
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Asset Allocation Update: Strong earnings prompt US equities upgrade download
Amid background noise such as ongoing trade skirmishes involving the US, the evolving Chinese economy and geo-political tensions, we have spent time analysing recent market movements and the implications for risk assets.
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Daisuke Nomoto: Japan - more tailwinds than headwinds for 2018 download
With GDP on a sustained growth track, supported by structural reforms and the Bank of Japan’s accommodative monetary policy, we maintain a positive outlook for the region.
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Reaction: Italian election download
The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.
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Is it too quiet as we head into 2018? download
As we look forward to 2018, there’s an illusion of calm in financial markets. But this doesn’t mean that nothing is going on. In fact, opposing forces are simply cancelling each other out.
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Technology and ‘mega-trends’ to drive US equity performance download
US equities have outperformed global equities since the beginning of the recovery because the US economy was initially the sole engine of global growth, as European countries wrestled with the Eurozone crisis.
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Asia’s new era of sustainable growth download
The huge Chinese economy is experiencing a ‘second awakening’ under President Xi Jinping, with a strong agenda for supply-side reforms and an emphasis on sustainable macroeconomic growth.
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The UK’s demise is overstated download
UK equities reached all-time highs in 2017, but relative to world stocks (in US dollar terms) they were laggards.
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Japan: three reasons for a positive outlook download
In recent weeks we further raised our allocations to Japanese stocks, with near-term catalysts.
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Asset Allocation Monthly: May 2017 download
We have recently increased our equity rating to favour from neutral on the back of lower political risk and positive earnings developments.
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The emerging markets cloud receding download
As US rhetoric on trade protectionism softens, investors are focusing on emerging markets’ fundamental attractions once more as productivity improvements and fast-growing young populations are driving superior economic growth.
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How should investors approach US infrastructure? download
Improving and expanding US infrastructure involves more than building roads and bridges.
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Trumponomics: What could go right? download
When it comes to policy, there are things that can go right and things that can go wrong – particularly so with Trumponomics.
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