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  • Multinationals race to tap Asia’s conspicuous consumers download

    White papers 19 March 2019

    Western corporations are well placed to profit from Asia’s rapidly growing consumer wealth.

  • Japan’s strengthening fundamentals go unnoticed download

    White papers 19 March 2019

    Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.

  • Asian Equities: US-China relationship to remain critical download

    White papers 11 January 2019

    Asia Pacific ex Japan markets started the year well, holding on to gains that were chalked in the strong rally in 2017. But by mid-year, signs of slowing economic growth surfaced, primarily induced by US-China trade tensions, leading to a sharp market correction, particularly for Chinese equities.

  • Asian equities: Mid-year Review download

    White papers 27 August 2018

    There was a correction across Asia Pacific ex Japan in the first half of the year, says Soo Nam Ng, despite solid economic growth.

  • Japan: Mid-year Review download

    White papers 27 August 2018

    Despite the Japanese economy contracting in Q1 2018, following eight consecutive quarters of growth, the Nikkei started the year very strongly.

  • 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.

  • Equities poised for growth download

    White papers 31 May 2018

    The correction at the start of the year didn’t damage Asia Pacific ex Japan’s fundamental recovery, but volatility will rise, which will subsequently providing active managers like ourselves with a good environment to outperform the market.

  • Upgrading Vietnam download

    White papers 31 May 2018

    Investors are attracted to the country’s ‘mini-China’ story: that of a communist state embracing the private economy.

  • 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.

  • 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.

  • Why multi-asset strategies suit a changeable world download

    White papers 31 October 2017

    For the past 35 years, a ‘set and forget’ strategic asset allocation has worked well. A typical 60:40 asset mix of equities and bonds had around the same volatility as a pure 100% bond portfolio, but with a better return. It is not likely to be as fruitful moving forward.

  • China’s state-managed overseas expansion download

    White papers 31 October 2017

    China’s clampdown on overseas acquisitions this year, accompanied by the detention of some high-profile corporate bosses, seemed to confirm the worst about the risks faced by private conglomerates and billionaire tycoons.

  • Australia cautious on dividends download

    White papers 31 October 2017

    A generation of Australians has enjoyed a record 26 years without experiencing a recession. The country has withstood global financial crises, endured volatile commodity prices and export revenues, and shrugged off warnings of housing bubbles and declining domestic savings.

  • Asia tech: boom, bubble or bust? download

    White papers 31 October 2017

    Technology has been the best-performing stock market sector throughout the world this year, accounting for around half of US and emerging market Asia equity returns so far. The spectacular rise has aroused scepticism about its sustainability at the same time as other investors remain convinced about the prospects for further growth and higher earnings.

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