China’s central bank allows the country’s currency to fall sharply: what it means for investors.
Chinese Yuan Depreciates to Critical Level Against the U.S. Dollar
Process in action: this time is different?
Nick Watson, a Fund Manager on the UK-based Multi-Asset Team, observes the hidden risks and relationships lurking in quality investment styles and the potential benefits of adding some complementary (but unloved) value styles to a UK portfolio. All fund selectors can think of pure ‘stock pickers’, those portfolio managers (PMs) who are fixated on fundamental
Quick view: Chinese yuan depreciates to critical level against the US dollar
Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.
Quick view: Chinese yuan depreciates to critical level against the US dollar
Charlie Awdry, Chinese Equities Portfolio Manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.
The Case for Investing in Listed Property Equities
Listed real estate stocks may offer the potential for enhanced returns, steady income and greater diversification.
Quick view: Mid-cycle adjustment – one in a row
Paul O’Connor, Head of the UK based Multi-Asset Team, examines the market’s response to the Fed’s first rate cut in over 10 years. As expected, the US Federal Reserve (Fed) cut interest rates for the first time in over 10 years. Given that the 25bps reduction appeared to be fully priced into markets before the
Quick view: Fed turns a page, cuts rates
Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s first rate cut in more than a decade and what it means for investors.
Quick view: Mid-cycle adjustment – one in a row
Paul O’Connor, Head of the UK based Multi-Asset Team, examines the market’s response to the Fed’s first rate cut in over 10 years. As expected, the US Federal Reserve (Fed) cut interest rates for the first time in over 10 years. Given that the 25bps reduction appeared to be fully priced into markets before the
Australian economic view – August 2019
Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Fed Turns a Page, Cuts Rates
Nick Maroutsos, Co-Head of Global Bonds, discusses the Federal Reserve’s first rate cut in more than a decade and what it means for investors.