Investment Insights

 

India – Modi Magic, the GST Game Changer

The CEO of our Indian joint venture and our senior EM portfolio manager in London analyze the great importance of recent legislative developments in India.

Fintech – Disruptor or Saviour?

Our expert on Asian financials describes the exciting technological developments that will change the way we all do business in the future.

Erdogan Hammers the Parallel State

Our expert on Turkey details his cautious stance on Turkey's near-term future.

Japan's Election: Abe's Continued Focus on the Economy

Our Chief Strategist in Japan shares his views on political landscape and the economy.

Global Fixed Income & Credit Outlook - July 2016

The major consideration for markets in June was the Brexit vote in the UK. Although we are sceptical about the most pessimistic scenarios for the UK, there will be some negative impact on growth.

Asian Equity Monthly Outlook - July 2016

Asia ex Japan equities rose by 2.7% in USD terms in June, outpacing global equities. The Brexit shock proved short-lived for regional markets as investors started to price in greater monetary and fiscal stimulus across major economies.

Asian Fixed Income Monthly Outlook - July 2016

US Treasury (UST) yields gained in a volatile mon across asset classes. The US Federal Reserve (Fed) scaled back projections for raising interest rates, while the UK voted to leave the EU by a 4% margin, surprising markets.

Attraction of Emerging Market Debt

Emerging Market reforms won't stop or pause with the current market recovery.

Nikko AM URAP Index

In February 2014, Japan's Financial Services Agency released its "Principles for Responsible Institutional Investors" - otherwise known as Japan's Stewardship Code - with the state aim of promoting the "sustainable growth of companies through investment and dialogue".

What does Brexit mean for Emerging Markets?

Following our analysis of the recent UK vote, our Emerging Market debt team in London discusses Brexit's potential ramifications for this asset class.

Disruptive Innovation

Multi Asset Strategies to Capture Growth with Lower Volatility

The changing shape of China's economy