Is Volatility too low and what re-pricing could mean for various asset markets
The Global Investment Committee remains optimistic about global economy and equity markets despite their recent strong equity rallies and increased political risks.
China has had a significant impact on the supply side in two key global commodities during 2016. Going forward, look out for further actions from China on the supply side of commodities.
Yu-Ming Wang, Global Head of Investment and Chief Investment Officer, International on why a fundamental manager should care about E.S.G.
Given the release of the fourth quarter data, we update our decade-long theme about improving corporate governance in Japan.
There has been much concern lately about the new US administration’s trade policy. Taking a step back and looking at global trade numbers, we can draw a number of conclusions that might explain America’s new thinking on trade.