Macro Views

Fixed Income | 17 Nov 16

If a week is a long time in politics, then in markets it can make or break a trader, while heightening the contrarian instincts of investors with a longer-term view.

Macro Views | 15 Nov 16

Emerging market equities and debt have been the most popular asset classes with European investors this year. But now Donald Trump’s election threatens to spoil the party.

Asia | 15 Nov 16

There are a number of parallels to be drawn between the current debt overhang in China and 1980s Britain, particularly in the northeast, says Matthews Asia chief investment officer, Robert Horrocks.

Investment | 15 Nov 16

The dollar has rallied in recent days as investors believe stronger US GDP growth and Fed rate hikes will push the greenback up. But markets are ignoring the forces that are likely to drag the dollar down in the longer term.

Macro Views | 15 Nov 16

McKinsey & Co cited five trends that they expect will cause a “once-in-a-generation shift in competitive dynamics”, completely shaking up the asset management industry.