Insights

Investment Insights by our experts and thought leaders

Financial markets continue to come to terms with a more protectionist and less globalised world. The surprise perhaps is not that tariffs have finally been imposed by the US on its trading partners, but that it took so long for a key campaign promise to become reality in spite of Republican control of the House, the Senate and the White House since November 2016.

Erdogan Takes It All

In the past few years, Turkey has faced some of the most monumental challenges in its recent history.

Will Bloomberg's Index Become the First to Include Chinese Bonds?

In March 2018, Bloomberg announced a conditional decision to include Chinese bonds in its flagship bond index: Bloomberg Barclays Global Aggregate, starting from April 2019.

Asian Equity Monthly Outlook - July 2018

The MSCI AC Asia ex Japan (AxJ) Index fell by 4.8% in USD terms amid persistent concerns about trade tensions between China and the US.

Asian Fixed Income Monthly Outlook - July 2018

In June, the US Treasury (UST) curve flattened. The US Federal Reserve (Fed)'s 25 basis points (bps) rate hike was accompanied by a more hawkish tone, supporting higher short-term rates.

Forbes: U.S. Trade Deals Could Likely Happen Soon

It may seem an optimistic view, but conditions seem to be shaping up for some major trade compromises relatively soon.

John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com

Global Fixed Income & Credit Outlook - July 2018

Global growth is becoming increasingly less synchronized, with the Eurozone, Japan and UK showing an ongoing moderation in growth, whilst the US remains robust.

It seems that China does not wish to compromise with the U.S., but neither does it wish to retaliate strongly to the $200BB of additional tariffs. Since it does not wish to “lose face” in giving this light response, it is putting a positive spin on its actions by saying it wishes to be the leader of the free trade movement.

John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com

Japan Equity Monthly - July 2018

The Japanese equity market was mixed in June, with the TOPIX (w/dividends) falling 0.76% on-month and the Nikkei 225 (w/dividends) climbing 0.65%.

LatAm Elections: The Lure of the Left

Our London-based Emerging Market fixed income portfolio manager provides an update for Latin American markets in the midst of a hectic election schedule. Despite the risks, pro-market reforms should still progress to varying degrees across the region.

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