As active managers, we place great importance on understanding capital markets, conducting in-depth research and developing new ideas. Discover our wide range of timely investment insights on the markets, the global economy, politics and more.
This Chinese New Year, more than a billion people globally will celebrate the Year of the Rat. We believe investors everywhere can also find reason to celebrate China as a source of continued economic growth. Even if US-China tensions linger, China’s heavy investment in advanced manufacturing and regional partnerships should strengthen its position as a global economic powerhouse in the years ahead.
The day after the Fed announced its new rate cut, an escalation in the trade war sparked market volatility globally. Investors should be cautious while recognising that similar mid-cycle cuts have been positive for risk assets. Consider staying invested with an active and defensive approach.
After a strong start to 2019, the markets abruptly turned volatile. The global economy looks increasingly fragmented, and our mid-year outlook calls for more unease over trade tensions and politics. While there are no easy answers, we suggest investors focus on ESG, hunt for income and invest actively.
Our Asia investment experts and European clients recently met in Berlin for our 11th annual Asia Conference. We think the world’s most dynamic region holds fundamental attractiveness for investors – even amid current trade tensions.
America’s health-care system appears unaffordable and unsustainable. Political pressure is mounting, and recent mergers show that the industry itself knows the status quo can’t last. But until real change happens, perhaps through reformed payment models, the US economy will likely pay the price.