As the UK’s pathway to EU exit evolves, one of our local portfolio managers outlines our current thoughts on the UK’s economic and political outlook.
Nikko AM's Global Investment Committee's 2017 Outlook — More Economic and Equity Reflation, Despite Less Dovish Central Banks
We expect Italian assets to underperform until it becomes clear who will be able to form and lead a new government. Nevertheless the outcome of the referendum was already priced into financial markets.
Simon Down, one of our senior fixed income portfolio managers in London, gives his latest analysis on the evolving Brexit situation.
Our Multi-Asset portfolio manager based in Singapore reviews the prospects for profit margin expansion in the three main Emerging Market regions.
With several months passing since the UK referendum on EU membership, two of our senior fixed income portfolio managers in London, Simon Down and Holger Mertens, update their views.
Our UK expert on BREXIT and our chief global strategist respond to Japan’s concern about its investments in the UK.
Our expert on Turkey details his cautious stance on Turkey's near-term future.
Following our analysis of the recent UK vote, our Emerging Market debt team in London discusses Brexit's potential ramifications for this asset class.