Investment Themes & Strategy
In May 2018, a number of China’s A-shares will become part of MSCI’s flagship emerging-market index for the first time, and we believe investor interest is likely to grow. But in many ways, this market is as misunderstood as it is underrepresented in portfolios, so here are 10 things investors should know.
View from the Global Strategist
The tech stocks that fuelled the last bull market have seen their share prices plummet as an onslaught of bad headlines takes its toll. More regulation and taxation are almost certainly on the horizon amid growing concerns about privacy, governance and profitability.
Neil Dwane | 10/04/2018
Outlook & Commentary
The risk of volatility spikes and liquidity shortages is rising, and it could get worse with new “quantitative tightening” policies from central banks. Politicians and regulators may eventually step in, but investors should take steps now to help guard against the possible loss of liquidity.
Steven Malin | 05/04/2018
View from the Global Strategist
To move past the financial crisis of the 1990s, Asian economies made a host of important structural changes – and Asian fixed income stands ready is positioned to benefit. Not only is there growing demand for Asian bonds from Asian investors, but outside investors are looking to the asset class – particularly sovereign debt – for its potential to enhance returns and reduce risk.
Neil Dwane | 20/03/2018
Investment Themes & Strategy
As a currency and asset class, bitcoin has potentially fatal flaws – which is why we believe it’s a matter of when, not if, the bitcoin bubble will pop. Yet the blockchain technology that powers cryptocurrencies could bring significant benefits to investors.
Stefan Hofrichter | 08/03/2018
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