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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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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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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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The beginning of India’s transformation download
Events in 2017 confirm that that India is at a turning point, with Narenda Modi’s reformist BJP party winning a sweeping victory in the state of Uttar Pradesh.
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Argentina: the ‘emerging’ emerging market download
Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.
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Why the active vs. passive debate is largely moot for European insurers download
Insurance companies typically have reasonably static portfolios, which change little from year to year.
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Putting clients first as Brexit begins download
The Brexit negotiations will determine the shape of the UK’s future relationship with the European Union, setting out the structural framework within which asset managers and other businesses will need to operate.
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Asset Allocation Update: UK earnings forecasts unchanged despite headwinds download
Developments in the UK have led us to renew our focus on the region in recent weeks, amidst the start of Brexit negotiations and the general election.
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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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Trump unnerves Asia download
The new US administration’s trade and foreign policy threatens to unsettle relations with Asia-Pacific nations. It is commonplace to say that the election of President Donald Trump has created uncertainty and nervousness among both US’s allies and its rivals.
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Southeast Asia’s credit stability download
Credit rating agencies are optimistic that Southeast Asian countries will weather the fallout from developments in other regions. Southeast Asia appears vulnerable to several forces it can do little to control.
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Shenzhen-Hong Kong Stock Connect opens for traffic download
Offering a bridge for international investors accessing China’s ‘new economy’, policymakers are confident in Stock Connect’s future. China’s recent policy initiatives to attract international investors to its equities markets have struggled.
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Indonesia’s reforms gather momentum download
Jokowi’s administration is making progress and pleasing investors in a region troubled by political controversies. Expectations were high when Joko Widodo won Indonesia’s presidential election in 2014.
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How China rules the waves download
FT investigation: Beijing has spent billions expanding its ports network to secure sea lanes and establish itself as a maritime power. Pakistan’s Arabian Sea port of Gwadar is perched on the world’s energy jugular. Sea lanes nearby carry most of China’s oil imports; any disruption could choke the world’s second-largest economy.
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Asian fund passports’ slow progress download
While passports are likely to accelerate growth in the local fund industry, national interests are hindering their development.
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