Market volatility exposed investors’ unease over China’s slowdown, but Rajeev De Mello says the country’s growth is stabilising and investors must choose the right assets for a gradual recovery.
The pain in emerging markets has been in the preparation for the Federal Reserve's lift-off, according to Rajeev De Mello, but the rate hiking cycle could be positive for the region.
The dramatic fall in the cost of oil should help countries in Asia like India keep control of inflation, interest rates and fiscal policy and could boost economic growth, says Rajeev De Mello.
The outlook for China’s economy remains opaque, but Craig Botham says recent market volatility has been driven by technical factors and a big devaluation for the currency remains some way off.
While the macroeconomic outlook looks uncertain for global equities, Alex Tedder finds reasons to be bullish over individual companies, particularly those that specialise in disruptive technology and provide earnings power.
While the outlook for the global economy is positive in 2016 the expectation is that bond markets will remain challenging.
Could Europe ever truly challenge the US and China for economic hegemony? The former President of the European Commission José Manuel Barroso discussed the subject with Peter Harrison at our recent G25 Investment Leaders’ Summit.
Marcus Brookes discusses why he believes the US economy is in good health and a Christmas interest rate rise could be on the cards.
Rory Bateman discusses the main drivers behind his bullish assessment on the outlook for European equities.
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