Macro Views
Investment | 12 Dec 17
UK inflation hits 3.1% but has it peaked?
November inflation has breached the 3% mark for the first time in nearly six years, but has it reached its peak?
Robeco: China’s AM regulations and US tax reform risks
Hong Kong’s equity market is likely to see a slowdown in mainland investment next year due to some new regulations and the proposed US tax reform could hit the technology sector, said Victoria Mio, co-head of Asia-Pacific equities and chief investment officer for China at Robeco.
Investment | 7 Dec 17
Market too complacent over Corbyn-led government: Buxton
Old Mutual Global Investors (OMGI) chief executive Richard Buxton is concerned that markets are failing to adequately price-in the likelihood of a Jeremy Corbyn-led Labour government next year.
Emerging Markets | 7 Dec 17
How 2017 rewarded the brave
Investors who took a risk-on approach in 2017 have been well rewarded, with the traditionally more volatile sectors and regions topping the performance return tables over the year.
Will sterling sink or swim?
Following the recent news of progress on the Brexit “divorce bill”, sterling hit a two-month high this week, and was up against both dollar and euro. Despite the uptick, the main question still remains, will sterling continue to strengthen or is it in danger of collapsing in the face of political turbulence?