Markets take a breath after a week of turmoil

market snapshot

Home away from home

Chart of the month

A non-bank lender approach to commercial real estate

Private Markets Insight

Jittery markets fear return of bigger rate rises

market snapshot

Nearshoring opportunities brighten Mexico’s outlook

Fast reading: Manufacturing exports account for 40% of Mexico’s GDP. However, its US$400bn exports to the US are smaller than China’s almost US$600bn1. The country is forecast to seize a further US$150bn of export value in the next five years. The US Inflation Reduction Act, which privileges companies producing electric vehicles in the US-Mexico-Canada free […]

New data hints rate hiking is far from over

market snapshot

Outlook for China: When one door opens…

Fast reading: The abandoning of China’s strict zero-Covid policy late last year and the announcement of a range of stimulus measures should drive a resurgence in outbound travel, an easing of global supply-chain pressures, and an increase in growth both domestically and more widely. Owing to its size and rapid development, China had been a major […]

Asia ex-Japan: helping clients outperform over the long-term

When investing for the long term, many people find it difficult to choose the right time to make inflows or outflows in a portfolio. They tend to rely on funds that have performed well to make inflows and therefore can be expected to perform better in the future. Conversely, if a fund performs poorly, net […]

Why the next five years belongs to US SMID

A shift from the winners of yesterday Having now entered a period of structurally higher interest rates, combined with potentially slower economic growth, investors should expect a shift away from the market leaders of the last decade. This process has already started; small and mid-cap stocks generated relative outperformance in 2022, while the NASDAQ 100 […]

Economies recover against backdrop of growing confidence

market snapshot