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  • Banking problems impede India’s reforms download

    White papers 31 May 2018

    There has generally been a positive response to Prime Minister Narendra Modi’s structural reforms, but there has been an investment slowdown in the medium-term, and recent scandals, huge bad loans and ATM cash shortages imply a banking system that is in crisis – to the tune of $210 billion.

  • What to know about investing in China download

    White papers 31 May 2018

    There used to be a lot of concern around China’s old industrial economy, but supply-side reforms have curtailed excess capacity.

  • Why sustainable growth supports ASEAN equities download

    White papers 31 May 2018

    The Association of Southeast Asian Nations is in a cycle of high-quality, balanced economic growth, with China leading the way.

  • Asset Allocation Update: Strong earnings prompt US equities upgrade download

    White papers 30 May 2018

    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.

  • The inflation pendulum download

    White papers 8 May 2018

    It’s not good to have too much or too little inflation, but trying to get a huge pendulum the size of the US economy to settle in the middle is very difficult.

  • The employment enigma: why is there no inflation? download

    White papers 8 May 2018

    After years of monetary stimulus, zero interest rates and quantitative easing, the global economy is now experiencing strong, synchronised growth.

  • Sparkling performance boosts luxury goods download

    White papers 19 April 2018

    The past two years has seen a pick-up in luxury goods, as the global economy continues to expand.

  • Going global with a consistent small cap strategy download

    White papers 19 April 2018

    ‘Big is best’ is not an adage that we subscribe to with the Threadneedle Global Smaller Companies strategy: we concentrate on high-quality growing companies that we believe are undervalued by the market – and we do so on a global scale.

  • Daisuke Nomoto: Japan - more tailwinds than headwinds for 2018 download

    White papers 13 March 2018

    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.

  • Dara J. White: Emerging Markets Outlook for 2018 download

    White papers 13 March 2018

    Emerging markets have previously performed well in periods of rising rates, so while the macro dynamics from the US and elsewhere could be seen as a threat, they shouldn’t necessarily blow EMs off course.

  • Reaction: Italian election download

    White papers 7 March 2018

    The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.

  • Is it too quiet as we head into 2018? download

    White papers 17 January 2018

    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.

  • Technology and ‘mega-trends’ to drive US equity performance download

    White papers 17 January 2018

    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.

  • Asia’s new era of sustainable growth download

    White papers 17 January 2018

    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.

  • The UK’s demise is overstated download

    White papers 17 January 2018

    UK equities reached all-time highs in 2017, but relative to world stocks (in US dollar terms) they were laggards.

  • Japan: three reasons for a positive outlook download

    White papers 17 January 2018

    In recent weeks we further raised our allocations to Japanese stocks, with near-term catalysts.

  • Asset Allocation Monthly: May 2017 download

    White papers 1 June 2017

    We have recently increased our equity rating to favour from neutral on the back of lower political risk and positive earnings developments.

  • The emerging markets cloud receding download

    White papers 1 June 2017

    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.

  • How should investors approach US infrastructure? download

    White papers 1 June 2017

    Improving and expanding US infrastructure involves more than building roads and bridges.

  • Trumponomics: What could go right? download

    White papers 1 June 2017

    When it comes to policy, there are things that can go right and things that can go wrong – particularly so with Trumponomics.

  • Trump unnerves Asia download

    White papers 28 April 2017

    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.

  • Southeast Asia’s credit stability download

    White papers 28 April 2017

    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.

  • Shenzhen-Hong Kong Stock Connect opens for traffic download

    White papers 28 April 2017

    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.

  • Indonesia’s reforms gather momentum download

    White papers 28 April 2017

    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.

  • How China rules the waves download

    White papers 28 April 2017

    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.

  • Asian fund passports’ slow progress download

    White papers 28 April 2017

    While passports are likely to accelerate growth in the  local fund industry, national interests are hindering their development.

  • Asset Allocation Monthly: March 2017 download

    White papers 31 March 2017

    Global equity markets are near all-time highs, bond markets are relatively calm, and currency volatility is reasonably low.

  • French elections: what to expect should Le Pen prevail download

    White papers 23 March 2017

    Mark Burgess looks at what a Le Pen presidency could mean for France, Europe and the broader global landscape and argues that the immediate reaction of markets is likely to be a spike in volatility for French assets due to the uncertainty of what is to come.

  • Tackling the ‘unknown unknowns’: how active managers manage unforeseen risks download

    White papers 23 March 2017

    The best active managers never resort to blaming events seemingly outside of their control for poor performance. Rather, they work harder to overcome such hurdles, listening to a wide range of views, inviting challenge and working closely with others to refine their process so as to retain that all-important edge.

  • [Full paper] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through download

    White papers 23 March 2017

    While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation.

  • [Summary] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through download

    White papers 23 March 2017

    While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation. Alison Jefferis argues that it’s time to embrace bold change to redress the balance as the industry is missing out on a deep pool of talent and resources.

  • Behavioural Interventions Series: Paper Three Committed, Disengaged, Suspicious or Falsely Secure - What type of pension saver are you? download

    White papers 21 February 2017

    Saving for retirement is for most a complex and inaccessible topic, which is perhaps why many people switch off rather than engage with it head-on.

  • Mind the gap: Overcoming the cognitive barriers to saving for retirement download

    White papers 6 September 2016

    In this paper, Chris Wagstaff considers how reasonably simple behavioural interventions can be used by policymakers, regulators and the pensions community to improve saving decisions.

  • [Summary] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome download

    White papers 6 September 2016

    In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.

  • [Full paper] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome download

    White papers 6 September 2016

    In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.

  • Brexit: Panel Discussion download

    White papers 12 July 2016

    Mark Burgess, Chief Investment Officer, EMEA, and Global Head of Equities, discusses the short and medium-term impacts of the UK referendum vote to Leave the European Union.

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