The voice of central bankers has seemingly witnessed a decibel level drop as politicians crank up the volume on their megaphones (or ramp up their tweets).
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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.
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.
Fund Manager commentary for the month and quarter ended 31 December covering market performance, BTIM fund performance and outlook for the period ahead.
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.
Samir Mehta, Senior Fund Manager for the BT Wholesale Asian Share Fund, talks through his tour notes from a recent trip through India.
Fund Manager commentary for the month ended 30 November covering market review, BTIM fund performance and outlook for the period ahead.
There's a significant chance that 2017 will see further strength in the US dollar alongside a reduction in Chinese stimulus. How does this auger for commodities and commodity-related emerging markets?
There can be no doubt that the Trump victory will be game changing geopolitically as it will alter the course of established diplomacy. Trump policies have also sparked calls for the end of the possible end of 30 year bull market in bonds as it is bringing our theme of fiscal policy taking over from monetary policy to fruition.
In this video interview with James Syme, Senior Portfolio Manager with J O Hambro Capital Management, we cover major themes currently impacting emerging markets