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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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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.