Even as they increase regulatory oversight of the tech sector, Chinese authorities still value the role played by private sector companies in digitising the country’s economy, research analyst Adam Wolfman explains.
The retail prices index is giving a more worrying message about inflationary pressures because it incorporates house prices and has been less affected by changes in basket weights, argues Simon Ward, Economic Adviser.
Portfolio manager Denny Fish sees the current tech rally being guided by earnings results and acknowledgment of the strong positions of leading tech and Internet companies aligned with the themes of the cloud, e-commerce and artificial intelligence.
Q3 monetary data will be key for assessing whether a likely near-term global industrial slowdown represents a temporary pause of the beginning of a larger downswing, argues Simon Ward, Economic Adviser.
Recent months have seen macro and microeconomic fundamentals broadly improve and corporate bond markets are priced for this to continue. We dedicated an ISG meeting to consider what could go wrong and how fixed income markets might respond.
With valuations high and the global economy reopening, fixed income portfolio managers Dan Siluk and Jason England argue that investors should take a methodical approach in assessing what is next for the bond market.