Asia-Pacific

Investment Insights by our experts and thought leaders

Japan Equity Monthly - January 2019

The Japanese equity market fell in December, with the TOPIX (w/dividends) dropping 10.21% on-month and the Nikkei 225 (w/dividends) declining 10.28%.

Asian Rates and FX Outlook 2019

Global growth is expected to grind lower in 2019, with continued monetary policy normalization in developed markets being the key headwind for the world economy. Financial conditions will tighten further as the Fed continues its gradual increase in interest rates.

Asian Fixed Income Monthly Outlook - January 2019

In December, US Treasury (UST) yields fell as risk assets came under pressure from various factors, triggering ‘safe-haven’ buying.

Asian Equity Monthly Outlook - January 2019

The MSCI AC Asia ex Japan (AxJ) Index fell by 2.6% in USD terms in December, as concerns about slowing global growth, tightening monetary policy and rising geopolitical tensions continued to drive sentiment.

Australian Equities Outlook - January 2019

The S&P/ASX 200 Accumulation Index returned -0.1% during December.

Australian Fixed Income Outlook - January 2019

The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) was up 1.50% over the month, outperforming Australian equities which fell 0.12%.

2019 & Beyond: A New Zealand Bond Manager's Thoughts

The word “volatility” crops up a lot when commentators try to explain price movements in financial markets.

New Zealand Outlook 2019

While New Zealand markets have had a rather interesting and more volatile time, the main drivers of the economy remain sound.

Japan Equity Monthly - December 2018

The Japanese equity market rose in November, with the TOPIX (w/dividends) climbing 1.30% on-month and the Nikkei 225 (w/dividends) rising 1.98%. Equities rose in the early part of the month on strong US economic indicators and easing political uncertainty after the US midterm election results largely matched expectations.

Asian Fixed Income Monthly Outlook - December 2018

US Treasuries (USTs) registered gains in November, while yields fell along with faltering US equities.

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