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  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • A hard landing for the Gulf’s high flyers download

    White papers 31 October 2017

    Three airlines face disruption to their role as ‘superconnectors’ as the state-owned groups fight to justify a business model built around hubs in a volatile region.

  • Opportunities in...UK Equity Income download

    White papers 31 October 2017

    Valuations in some global markets are looking stretched, but UK equities remain attractively valued relative to many international counterparts. Uncertainty around Brexit and heightened political risk has led global asset allocators to be underweight UK equities, creating valuation anomalies. We pay attention to factors that are harbingers of potential dividend reductions.

  • Asia’s ‘great moderation’ holds promise for equities download

    White papers 8 September 2017

    Soo Nam NG argues that China’s economy is entering a more moderate and stable period, which will benefit Chinese and Asian equity markets.

  • The beginning of India’s transformation download

    White papers 18 July 2017

    Events in 2017 confirm that that India is at a turning point, with Narenda Modi’s reformist BJP party winning a sweeping victory in the state of Uttar Pradesh.

  • 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.

  • Why the active vs. passive debate is largely moot for European insurers download

    White papers 18 July 2017

    Insurance companies typically have reasonably static portfolios, which change little from year to year.

  • Putting clients first as Brexit begins download

    White papers 18 July 2017

    The Brexit negotiations will determine the shape of the UK’s future relationship with the European Union, setting out the structural framework within which asset managers and other businesses will need to operate.

  • Asset Allocation Update: UK earnings forecasts unchanged despite headwinds download

    White papers 22 June 2017

    Developments in the UK have led us to renew our focus on the region in recent weeks, amidst the start of Brexit negotiations and the general election.

  • 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.

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