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Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

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China decarbonisation: the emergence of a mega-theme

China decarbonisation: the emergence of a mega-theme

Daniel Graña, Matt Doody and Jennifer James look at how China decarbonisation has the potential to be one of the biggest investment themes over the coming years.

The speed of change in emerging markets is unknown but the direction is not

The speed of change in emerging markets is unknown but the direction is not

Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.

The end of an era: emerging markets prepare for a post-globalisation world

The end of an era: emerging markets prepare for a post-globalisation world

Portfolio Manager Daniel Graña explains that in light of the retreat from further global economic integration, reformist policies and value-added services are likely to become future drivers of emerging market growth and investment returns.

Emerging markets caught in trade winds

Emerging markets caught in trade winds

Geopolitics are often an important consideration when investing in emerging market (EM) stocks, the upcoming US election included. But regardless of who takes the White House in November, the next administration is likely to continue down a path of deglobalization, with important considerations for EM investors, says Emerging Market Equity Portfolio Manager Daniel Graña.

Investment considerations of a bipolar world

Investment considerations of a bipolar world

Daniel Graña, Emerging Market Equity Portfolio Manager, believes that the beginning of the end of the post-Cold War order and the rise of an assertive China have enormous investment implications.

Markets fear a global coronavirus pandemic

Markets fear a global coronavirus pandemic

Paul O’Connor, Head of the UK Multi-Asset Team, considers the potential impact on global economic growth as concerns grow about the spread of the COVID-19 coronavirus beyond China.

Emerging Market Equities: China in uncharted territory

Emerging Market Equities: China in uncharted territory

Following a recent research visit, Emerging Market Equity Portfolio Manager Daniel Graña provides his views on China and believes that the golden age of the Chinese economic boom is over. As a result he believes that investor expectations should be reset lower and that infrastructure investment remains the last reliable lever that the Chinese policymakers have to manage the economy’s trajectory.

Coronavirus contagion concerns
Quick Views China Coronavirus

Coronavirus contagion concerns

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from a purely asset allocation perspective.

Don’t let the trade wars detract from Asia’s structural growth story

Don’t let the trade wars detract from Asia’s structural growth story

​Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons why investors should be less preoccupied by the machinations of the trade war and instead focus on Asia’s long-term structural growth story, strong fundamentals and the diversification benefits that the region can add to a balanced portfolio.

Trade wars, ESG and demographics in China: your questions answered

Trade wars, ESG and demographics in China: your questions answered

In this Q&A, May Ling Wee, China equities manager, responds to key concerns for investors in China, including the impact of trade friction, environmental, social and governance (ESG) factors as well as demographic issues. She also discusses how this is creating investment opportunities and favoured sectors.

Quick view: Chinese yuan depreciates to critical level against the US dollar
Quick Views China

Quick view: Chinese yuan depreciates to critical level against the US dollar

Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.

Powerplay: geopolitical manoeuvres and their corporate impact

Powerplay: geopolitical manoeuvres and their corporate impact

​Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.