04 October 2017
The shift towards the age of the electric car promises a superior driving experience, a more cost efficient business model and a new set of winners.
02 October 2017
Tensions on the Korean peninsula have escalated significantly in recent months, with North Korea’s (NK) nuclear programme and missile tests viewed as direct provocation to the delicate equilibrium of the region
18 September 2017
On 24 September, elections to the 19th Bundestag will be held in Germany, with the result determining who will serve as chancellor for the next four years. The incumbent candidate, Angela Merkel, currently enjoys a strong lead in the polls and is widely expected to secure a fourth term in office. However, under Germany’s proportional representation system, a coalition administration is the most common form of government and here a number of possible outcomes exist.
12 September 2017
Just over a century ago, Argentina ranked among the world’s ten richest economies. However, since those halcyon days, it has experienced long and steady economic decline relative to the developed world – described as ‘one hundred years of ineptitude’.
18 August 2017
For years, investors in emerging markets have avoided state-owned enterprises. However, we believe now is a good time to revisit this much-maligned part of the investment world.
06 April 2017
How full is your credit glass? Is a change in the interest rate cycle and an uncertain political backdrop an ominous combination, or do healthier corporate balance sheets and an improving global economic backdrop mean the asset class can continue to deliver in 2017?
21 March 2017
Few expected Donald Trump to win the US presidential election. Even fewer predicted the aftermath, a strong rally in global stock markets. When the unexpected happened, the extent to which investors were wrong‐footed could be observed in the sharp rotation between sectors, away from defensive stocks and into cyclicals.
10 February 2017
Central banks have never had a greater role in determining asset prices as in the years since the financial crisis, but this is set to change in 2017.
01 December 2016
In a world in which some 50% of investment grade-rated bonds are trading with a yield of less than 1%, generating a compelling return from credit is a challenge. Even with the recent increase that has followed the US presidential election, yields and credit market returns remain low, posing challenges for client-specific outcomes around growth and income.