Outlook 2023: Asia Pacific – Home to a wealth of world-class businesses
What can we expect from Asia Pacific (ex Japan) markets in 2023? Jason Pidcock and Sam Konrad give their views and discuss the key attributes they look for in companies.
Outlook 2023: Why 2023 could be a good year for emerging market debt
Following a particularly difficult year for fixed income, Alejandro Arevalo and Reza Karim explain why there are reasons to be positive about the outlook for EMD.
Outlook 2023: Heading towards a soft landing?
After a turbulent year for fixed income markets following a series of rate increases, Mark Nash, Huw Davies and James Novotny say pockets of opportunities have emerged in the asset class as growth and inflation begin to slow.
Outlook 2023: Japan’s uneasy equilibrium
Dan Carter sees the reasons for optimism and caution as existing in an uneasy equilibrium, but on balance he is hopeful for attractive returns from Japan in 2023.
Autumn Statement reaction: the UK ‘faces into the storm’
Richard Buxton assesses the Autumn Statement, in which Jeremy Hunt fought to please markets, the public and his party as the UK faces recession.
Shariah investing: Going beyond exclusions
Salman Siddiqui explains why he thinks Shariah-compliant investing should go beyond a screening process, to incorporate broader ESG considerations too.
Asian income: Successfully navigating turbulent markets
Against a particularly challenging macro backdrop, Jason Pidcock and Sam Konrad reflect on some of the investment decisions they’ve made this year.
Darkest before dawn for European equities?
The European equities team analyses negative performance in the region’s equity market and says in times of economic uncertainty good businesses prove their worth.
EMD: A tale of two West African nations
Reza Karim, investment manager, fixed income – EMD, analyses the economic realities and investment opportunities in Nigeria and Ghana, following a recent visit.
Risk-free, risky or just a reserve?
Ned Naylor-Leyland expects gold’s allure to increase as the dollar’s dominance diminishes.