Macro Views
Is China’s ‘new economy’ a light in the dark?
Asset management firms that have bet on China’s consumer and services industry seem to be on the right track as the central government guides an economic transition.
A year to remember: Crashes, QE and the return of rate rises
Investors will remember 2015 as a year spent trying to guess what major central banks around the world would do or say next.
Japanese equities: Headwinds in 2016
Even though doubts over Abenomics are increasing, equities may be in good shape next year.
Macro Views | 22 Dec 15
ANALYSIS: An EM rebound, calmer commodities, and other reasons to be optimistic
I’ve lost count of the number investors who described themselves as “cautiously optimistic” in 2015, but going into 2016 maybe we should drop the caution entirely (or at least tone it down a bit).
Alternatives | 22 Dec 15
Calling time on the commodity downturn
This has been another torrid year for natural resources stocks but, in investment terms, the next commodities cycle could be starting any time soon.