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
