Disruption, speculation in markets, and themes to watch.
Emerging from the pandemic, an encouraging pathway for China’s economy
Diversifying differently will be a key theme this year
Since the US elections, asset prices have risen steadily higher. Can the risk rally continue? I believe it can as it is underpinned by three powerful drivers. However, there are also three looming risks that could undermine it.
Seizing the opportunities that higher volatility and mixed news flow will create
After facing one of the most testing environments in history following the Covid-19 outbreak, investors are increasingly optimistic of a strong recovery in 2021 due to recent positive vaccine news and additional fiscal and monetary stimulus announcements. However, as the unprecedented health crisis continues to lock down many parts of the world, risks to the recovery remain.
Positioning your portfolio for the challenges and opportunities ahead
Divided government likely would produce moderate policies.
How the rules of investing in the large‑cap growth space have changed.
Additional fiscal stimulus likely, tax hikes uncertain.
Japan Equity Quarterly Outlook Q3 2020
Candidates offer divergent agendas that could impact markets.
US election could impact ailing municipal budgets.
Find out more about why sustainability is an important indicator of a high-quality growth company.
New policy framework effectively prioritizes maximum employment
Limited impact on near-term cash flows is masking longer-term risk.
Regulations would affect the energy sector and automotive industry.
North Asia may be first to enter the post-coronavirus era
Global Focused Growth Quarterly Outlook Q3 2020.
A dynamic, diversified exposure could be the answer.