Investment
Macro Views | 15 Nov 16
Trump election – a spanner in the works for emerging markets
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.
What China’s debt pile and ’80s England have in common
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
OPINION: Why the dollar bulls are mistaken
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: Asset management to see explosive change
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.
Asian equities rise but volatility to remain
Asian equities have rallied in the third quarter of the year with a strong performance from technology, but volatility is likely to remain