Here you will find our latest market insights, investment commentaries and webinars as well as education & product material, press releases and videos. Use the filters below to easily find what you’re looking for.

Income & Fixed Interest Newsletter – January 2017

We believe January will set the tone for the rest of the year: one of disruption to the economic and political order and a resetting of the way the US does business. The end to US hegemony is here and it is being driven internally as President Trump and his team focus solely on the needs of America and step back from imposing itself as both role-model and policeman for the globe.

Nationalism into 2017

It is fair to say that several economic factors, both micro and macro, have seemingly changed in Asia since November. As clients know from our interactions, our process will come under pressure during times of currency volatility, and this time was no different.

Trump vs Emerging Markets: forces at play

President-elect Trump has talked about the US withdrawing from trade agreements and imposing tariffs on imports. If enacted, this would be negative for emerging market assets, but we feel there are reasons why the final trade policies of the Trump administration may be less severe than those mentioned during the election campaign.