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Multi-Asset

Superyachts and global economics

We explain how browsing the pages of Boat International gives us an insight on the global economy.
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Multi-Asset

Recession?

Is a recession on the cards? We examine some of the warning signals.
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Emerging Markets

Trip notes: Vietnam - the emerging China?

It’s very hard to visit Vietnam and not get excited about the opportunity.
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Multi-Asset
April 24, 2019
4 min read
Superyachts and global economics We explain how browsing the pages of Boat International gives us an insight on the global economy.
READ NOW
Multi-Asset
April 18, 2019
4 min read
Recession? Is a recession on the cards? We examine some of the warning signals.
READ NOW
Emerging Markets
April 15, 2019
10 min read
Trip notes: Vietnam - the emerging China? It’s very hard to visit Vietnam and not get excited about the opportunity.
READ NOW
Responsible Investment
April 15, 2019
5 min read
ESG Viewpoint - International Corporate Governance Network We recently attended the International Corporate Governance Network conference in Amsterdam
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Responsible Investment
April 12, 2019
3 min read
Mexico in focus We travelled to Mexico City and met with a variety of companies, as well as the Mexican Stock Exchange.
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Multi-Asset
April 12, 2019
3 min
Global Perspectives - April 2019 For Europe in 2017, everything looked bright and promising. 2018, however, saw a change in fortunes
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Multi-Asset
April 12, 2019
6 min read
Housing affordability A closer look at analysis by Demographia on housing affordability around the world.
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Multi-Asset
March 18, 2019
2 min read
Italy’s debt trap Italy is in a debt trap – and we see little prospect of sustained recovery whilst it remains within the eurozone.
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Multi-Asset
March 18, 2019
3 min read
Myanmar: more than meets the headlines Read our travel note from Myanmar to discover what lies beyond the negative news articles
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Multi-Asset
March 13, 2019
3 min read
Made in China 2025 We assess China’s strategy for avoiding the looming middle-income trap
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Multi-Asset
March 12, 2019
3 min read
Back to the races? Most developed markets performed well in February – but is the recent correction really over?
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Responsible Investment
March 11, 2019
3 min read
Responsible Investment themes in 2019 Five key themes set to shape the responsible investment agenda in 2019.
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Responsible Investment
January 29, 2019
2 min read
Green bonds issuance Public pressure and the ability to attract foreign capital are driving progress in...
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Responsible Investment
January 28, 2019
2 min read
GDPR GDPR was introduced last year to help EU citizens gain control over their personal data.
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Emerging Markets
January 17, 2019
6 min read
India: a positive outlook Our long-term outlook for India remains unchanged. It is the largest democracy in the world and is among the fastest growing
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January 14, 2019
10 min read
Market Reviews - December 2018 GBP
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Global Equities
January 10, 2019
8 min read
Opening Bell 2019 This time last year we were enjoying a positive background for markets with synchronised global growth and a surge in profit expectations. Today the mood is very different. Growth has slowed, markets ended 2018 on a sour note and fears of recession are widespread.
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Multi-Asset
January 9, 2019
2 min read
The Cashless Society There is a push by governments in many parts of the world to substantially reduce cash transactions.
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Multi-Asset
January 9, 2019
4 min read
The Demographic Challenge We have often reflected upon the startling changes the ageing population will have upon the world...
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Multi-Asset
January 9, 2019
3 min read
China The world’s locomotive is slowing. Recently the Bankfor International Settlements reported: The Chinese economy gradually decelerated throughout the year...
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Multi-Asset
January 9, 2019
6 min read
Australian House Prices It is no fresh revelation that house prices in Australia have streaked to astronomical levels.
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Multi-Asset
January 9, 2019
6 min read
Pyrford International Pyrspectives - Q4 2018 Is this it? Maybe. The Dow is down 5.6%% for the year (13.4% from its high); FTSE 100 down 12.5%; Toronto Composite down 11.6%;
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Emerging Markets
December 20, 2018
8 min read
Emerging Market Debt Monthly Update - Nov 2018
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Responsible Investment
December 20, 2018
6 min read
Asian Corporate Governance Association (ACGA) Public pressure and the ability to attract foreign capital are driving progress in...
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