Negative real yields have punished savers for much of the past decade.
Giving Savers a Chance in Short-Duration Fixed Income
How are China’s stock markets developing and evolving?
China equities portfolio manager May Ling Wee discusses the buoyant initial public offering (IPO) market and the impact of ‘re-shoring’ and rising cross-border flows on Chinese markets.
How are China’s stock markets developing and evolving?
China equities portfolio manager May Ling Wee discusses the buoyant initial public offering (IPO) market and the impact of ‘re-shoring’ and rising cross-border flows on Chinese markets.
2021 institutional client strategy perspectives: Known unknowns
Perspective on some of the major “known unknowns” confronting institutional investors as we step into 2021.
Short-Duration Fixed Income: Save Should Not Mean Sacrifice
Portfolio Manager Nick Maroutsos believes that capital preservation and attractive risk-adjusted returns are not mutually exclusive despite zero-interest rate policy across much of the developed world.
How Are China’s Stock Markets Developing and Evolving?
The impact of “re-shoring” and rising cross-border flows on Chinese markets.
How are China’s stock markets developing and evolving?
China equities portfolio manager May Ling Wee discusses the buoyant initial public offering (IPO) market and the impact of ‘re-shoring’ and rising cross-border flows on Chinese markets.
The manic reflation narrative is peaking
Reflation has been the hot topic in the markets since the start of the year as inflation expectations have been rising rapidly on prospects of economic recovery. In this webcast, Jenna Barnard and John Pattullo dissect the reflation narrative, sharing their contrarian views on the subject.
UK money trends signalling overheating risk
Monetary financing of the fiscal deficit – revised up significantly for 2021-22 in yesterday’s Budget – threatens a balance of payments blowout and much higher inflation, argues Simon Ward, Economic Adviser.
Global Dividends Prove Resilient Despite Crisis
Despite the COVID-19 pandemic, global dividends fared surprisingly well in 2020, according to the latest Janus Henderson Global Dividend Index.