Author: sophiecotting

25.11.2019

Green shoots and inflows for emerging market debt

With the Fed on hold and a slow and steady global growth recovery, the conditions look good for emerging market...

25.11.2019

Avoiding the sidelines in China

China equity valuations are supportive, the country’s growth story is compelling and we would expect to see investors increasing their...

21.11.2019

Beta clockers

Investors can hold physical gold alone, or enjoy the beta benefits of broadening their reach.

21.11.2019

The great reversal

The low-growth, strong-dollar cycle may be nearing an end.

21.11.2019

The great reversal

The low-growth, strong-dollar cycle may be nearing an end.

25.10.2019

Q&A: Here’s Why We See Opportunities for China Investors

China’s focus on consumer- and services-led GDP growth, along with additional economic stimulus and more open capital markets are all...

27.09.2019

What are the reasons behind gold’s bull market run?

The fall in real interest rates, and a new loose monetary policy environment, is good news for the price of...

26.09.2019

The Biggest China Investment Risk May Be Overlooking the Market

It’s time for international investors to consider China’s $14 trillion equity market as a standalone allocation.

23.09.2019

Market Minutes: sharing our thinking on international equities

Some of our leading international equities experts share their views on how investors should position for the future.

23.09.2019

Market Minutes: a new approach to European equities

How our global equities team’s unique, systematic approach is now being applied to European equities.

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