<!-- Paste this whole block into a WordPress post body. It mixes: - Instream video (JW Player) powered by Prebid.js - Two display units using existing Dianomi smartadIds Notes: - Uses the Prebid "not-for-prod" bundle…
Week in review: Desperate times
On Wednesday the result of the most wide-ranging survey of British businesses since the Brexit vote was released. The purchasing managers’ index showed the sharpest fall in business activity for 20 years, and follows a…
China: finding the next growth engine
The Chinese economy is likely to be subdued over the medium term, but pockets of growth and potential remain. Nicholas Yeo, Head of Equities, China and Hong Kong, explains.
Ecuador Goes to Market
Ecuador tapped international debt markets with a $1billion bond issue. The money comes at a vital time for the earthquake-hit economy that is trapped between low oil prices and the high dollar. The 10.75% coupon…
Simplicity
Simplicity is not just a business and regulatory imperative. Investor revulsion at the global financial crisis has led to a renaissance for simplicity. Certainly the complicated mathematical models so beloved in some quarters of finance…
A Very Important Juncture for Central Banks and the Economy
We want to try and cover a few areas this week. According to the headline data, the US economy remained weak in Q2 and the European economy slowed a bit. There are grounds for both…
Week in review: the last “hurrah”
The FTSE 100 index broke through 6,700 this week, hitting a one-year high and closing at 6,712 at Thursday’s close. Meanwhile, the domestically focused FTSE 250 has near enough erased its post-Brexit losses. Investors were…
Welcome to Asia in 2030 (video)
Think long term. Think Asia. Watch the video below to find out why you should consider investing in Asia.
Argentine Agriculture Bounces Back
Imagine if a government came to power in the UK and declared war on the country’s financial sector. If it imposed huge taxes and economic restrictions to undermine Britain’s leading role in global finance. It…
David Prosser answers some common questions from investors in the wake of the EU referendum.
How should investors respond to the turmoil that has rocked world markets since the UK voted to come out of the European Union? The referendum result has sparked volatility across every asset class you care…
Seven Deadly Sins of multi-asset investing
Don't be led astray or make decisions for the wrong reasons. Watch Aberdeen Asset Management's guide to the seven deadly sins of multi-asset investing now. Narrated by Joanna Lumley.
Fund Managers who outperformed in their sectors in recent period of volatility
On Investors Chronicle, Darius McDermott of FundCalibre suggests looking at fund managers with a proven track record of strong performance in volatile times such as 2008/09 and also earlier this year. Having crunched the numbers…
What the EU could learn from the Pacific Alliance
In theory the EU should be a great idea. In practice not so much. As a trade bloc it has a lot going for it. It’s the world’s richest single market, with standards that protect…
Beyond Brexit: Why China may be a bigger threat to economic stability…
The intensity of the British media’s focus on Brexit since Friday’s surprise result has few precedents in recent times, and it is understandable, however the rest of the world still exists – and it was…
Dollar Strength to Come – Implications for Oil and Equities
This week’s commentary is more of an update on views previously expressed rather than anything earth shatteringly new. That said, we do think that there are important developments afoot in the FX markets that have…
Week in Review: ‘gotta catch ’em all’
New Chancellor Phillip Hammond delivered his first round up of the economy this week as official figures showed a narrowing deficit. UK retail figures have taken a turn for the worse though, with June delivering…
Looking for a Turn in Government Bonds and the Japanese Yen
In quite a few ways, recent weeks have been anything but boring. Trying to filter out important events from random noise in markets today feels like a bit of a mugs game, but that shouldn’t…
Week in review: poker face
Poker face How low would they go? That was the question on investors’ lips this week as they looked to the first meeting of the Bank of England’s Monetary Policy Committee (MPC) since the UK’s…
The Cost of Sanity is Being a Patsy
Albert Einstein is widely credited with saying “the definition of insanity is doing the same thing over and over again, and expecting different results”. The laws of physics dictate that a particular phenomenon will always…