MARKET GPS
Investment Outlook 2020
What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.
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Chinese credit conditions still tight
A recent pick-up in Chinese PMIs has boosted recovery hopes but the view here, based on monetary trends, is that such optimism is premature.
China: resilient despite challenges
In this video, China equities portfolio manager May Ling Wee shares the reasons why despite a slowing economy, geopolitical adversity and ratcheting down of global growth expectations, there is evidence that China can weather the turmoil. May Ling also discusses sectors that are offering attractive investment opportunities.
Reading the tea leaves ‒ what’s in store for China in 2020?
In this Q&A, China portfolio managers Charlie Awdry and May Ling Wee share their thoughts on the key challenges and opportunities that investors in China may face in the year ahead and how 2019 has influenced their outlook for the asset class.
US-China opportunities – look beyond the trade war in 2020
The world’s two biggest trading nations continue to clash over trade, but does the domestic backdrop in China and the US provide any grounds for optimism?
Chinese equities: investing in innovation
Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.
Investment roundtable: Views on the global economic outlook
Our senior global bond portfolio managers respond to common investor questions on the global economic outlook.
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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
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.
Life in the conflict zone
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.
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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
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.