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  • 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.

  • A tale of two worlds: a robust business cycle in the US and a draining of liquidity in the rest of the world download

    White papers 11 January 2019

    After President Trump signed the ‘Tax Cuts and Jobs Act’ into law on 22 December 2017, we expected corporate earnings growth to be strong in 2018. In fact, it has been far stronger, as the direct effect of the tax cut on corporate earnings was further magnified by the acceleration in economic growth.

  • Disruptive technologies challenge traditional infrastructure approach download

    White papers 15 November 2018

    Traditional infrastructure investments are being challenged by the pace of innovation, and technology and disruption will likely create opportunities across all core infrastructure asset types. So a highly flexible approach is required to respond to this.

  • Q&A – the credit cycle and interest rates download

    White papers 15 November 2018

    The Head of Investment Grade Credit, EMEA, gives his thoughts on where we are in the credit cycle, what will happen to interest rates, and his expectations for the future and how President Trump might influence this.

  • Competitive advantage takes centre stage download

    White papers 15 November 2018

    Technology firms previously enjoyed three to five years of competitive advantage, but today’s sector is a different beast.

  • Shopping for high-quality industrial property download

    White papers 15 November 2018

    After a year of strong returns, industrial property is in vogue with investors.

  • US smaller companies may shine as rates rise download

    White papers 15 November 2018

    Historically, when Treasury yields rise US smaller companies tend to outperform their large company counterparts – and we could just be entering such a period.

  • Divided we stand...? download

    White papers 15 November 2018

    US yields finished marginally lower after being on the higher side for much of the week.

  • In Credit: The sun shines on Brazil? download

    White papers 1 November 2018

    Core US bond yields drifted higher again last week with volatility in Europe centred upon the Italian bond market once again.

  • October volatility: It’s about discount rates not cash flows download

    White papers 1 November 2018

    The recent move in markets has been savage, with major stock indices all deeply in the red.

  • US equities: Mid-year Review download

    White papers 27 August 2018

    The US entered the year on a high, but markets were unsettled by President Trump’s bout of protectionism in announcing an initial $50 billion of tariffs.

  • 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.

  • Climbing the wall of worry: why this is the most miserable bull market we’ve ever had download

    White papers 8 May 2018

    We are nine years into the equities bull market, in what has been a remarkable period for investors.

  • Argentina: the ‘emerging’ emerging market download

    White papers 18 July 2017

    Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.

  • 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.

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