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Banking problems impede India’s reforms download
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.
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What to know about investing in China download
There used to be a lot of concern around China’s old industrial economy, but supply-side reforms have curtailed excess capacity.
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Why sustainable growth supports ASEAN equities download
The Association of Southeast Asian Nations is in a cycle of high-quality, balanced economic growth, with China leading the way.
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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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The inflation pendulum download
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.
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The employment enigma: why is there no inflation? download
After years of monetary stimulus, zero interest rates and quantitative easing, the global economy is now experiencing strong, synchronised growth.
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Sparkling performance boosts luxury goods download
The past two years has seen a pick-up in luxury goods, as the global economy continues to expand.
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Going global with a consistent small cap strategy download
‘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.
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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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Dara J. White: Emerging Markets Outlook for 2018 download
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.
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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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Is it too quiet as we head into 2018? download
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.
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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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Asia’s new era of sustainable growth download
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.
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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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Japan: three reasons for a positive outlook download
In recent weeks we further raised our allocations to Japanese stocks, with near-term catalysts.
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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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