Featured Insights


Chart of the Week

GLOBAL GROWTH: WHAT THE BUND SAYS

Chart courtesy of Brandywine Global. Source: Bloomberg, as of 11/12/2019. Past performance is no guarantee of future results. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.

Market Snapshot

Yield opportunities are on the rise

Market Snapshot

Current market uncertainties are generating potential opportunities for income investors.


Featured Insights

Market Outlook
Nov 05
Market Outlook

Brazilian stocks: Turning point?

November 05, 2019

Several exciting developments that bode well for Brazilian stocks may be going largely unnoticed by investors outside the country.

Market Outlook
Sep 17
Market Outlook

Global investing

What's Ahead in 2019

September 17, 2019

A look ahead to what else may be in store in a year that's already defied many investor expectations.

Investment Insights
Aug 28
Investment Insights

ASIA'S ELECTORAL IMPLICATIONS

August 28, 2019

An in-depth look at the impact of recent elections in two of Asia's largest economies – India and Indonesia.

Investment Insights
Aug 15
Investment Insights

Global economy

Toughing it Out

August 15, 2019

July data points to a picture that is probably not as bad as headlines suggest.

Investment Insights
Aug 08
Investment Insights

Currency Wars?

August 08, 2019

The U.S. Treasury has designated China as a currency manipulator. What does this mean for investors in the longer term?

Market Outlook
Jul 30
Market Outlook

Midyear Outlook: Asia, EM and Europe

July 30, 2019

A region-by-region breakdown of the most relevant issues for global equity investors to follow in the months ahead.

Investment Insights
Jul 10
Investment Insights

Change at the top: The knock-on effects

July 10, 2019

Mexico’s Finance Minister resigns after just seven months and Turkey’s central bank governor is fired by the President.

Investment Insights
Jul 10
Investment Insights

The New Emerging Market Consumer

July 10, 2019

The evolution of consumer spending patterns in emerging markets is a fascinating aspect of the growth story and a compelling investment theme.

Investment Insights
Jul 05
Investment Insights

Europe's new power elite

July 05, 2019

The European Parliament’s new appointments to top jobs will have important implications for the markets.

Investment Insights
Jun 24
Investment Insights

Investing in the electric vehicle ecosystem

June 24, 2019

The market for electric vehicles (EV) is growing, driven by tougher regulation and increased consumer demand.

Market Outlook
Jun 18
Market Outlook

The "Greenification" of China

June 18, 2019

As China continues to develop, environmental issues are increasingly front and centre in what is described in the country as a “war” against pollution.

Investment Insights
Jun 10
Investment Insights

Global stocks

The Long-Term Impact of Trade Wars

June 10, 2019

Will today’s trade tensions permanently disrupt global value chains and lead to a new Cold War?

Market Outlook
May 31
Market Outlook

Europe: After the Dust Settles

May 31, 2019

Despite real economic challenges, the risk of a significant recession in Europe remains low -- barring monetary, fiscal or banking policy mistakes in the wake of the EU elections.

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