Euro-denominated short duration – only upside from here?
Chartology
Beijing faces limited options to tackle economic woes
A fixed income perspective
Navigating China’s economic turbulence
Global Emerging Markets Equity
To build a home
Chartology
Onwards or upwards?
market snapshot
Fearful markets brace for further hikes
Fast reading: Turbulence in commercial real estate (CRE) has increased this year amid concerns about the impact of soaring interest rates on the sector. As real estate market ‘corrections’ are a regular feature of the property market, institutional investors may try to seek out cycle-agnostic investment strategies. Equites headed downward this week as investors braced […]
A forced hand
market snapshot
Beyond re-opening: the long-term trends to watch in China
Optimism that China’s scrapping of its strict zero-Covid controls would boost the global economy has been tempered by weaker-than-expected data in May on retail sales, industrial output, and investments. But this short-term blip needs to be viewed in the context of the vast technological and demographic shifts underway in the world’s second largest economy that […]
Investors size up far-reaching implications of AI boom
market snapshot
Financial stability concerns back to the fore
Ahead of the Curve
