Asian equities – Investing in uncertain times
What can we expect from Asia Pacific (ex Japan) equity income markets in 2025? Jason Pidcock and Sam Konrad reflect on 2024 and discuss how they’re looking ahead to the coming year.
Eyeing up APAC opportunities as we approach 2025
As we enter the final quarter of 2024, we see many opportunities presenting themselves across the APAC region.
What’s in store as the rate cycle turns?
Ariel Bezalel and Harry Richards assess the factors that helped tame inflation and analyse the prospects for the global economy in the months ahead.
The Hitachi blueprint: corporate restructuring in Japan
Dan Carter and Mitesh Patel examine some corporate restructuring stories in Japan, where much progress has already been made but the market is hungry for more.
UK general election: our experts react
We asked some of our experts for their immediate reaction to the UK general election, to give an investment perspective on what the future may hold for the market.
The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
Modi’s re-election augurs well for reforms
Avinash Vazirani and Colin Croft say India offers a compelling choice for long-term investments as Modi stays as the prime minister for another five-year term.
The disinflation story is still intact
Q1 of 2024 has seen a slight reacceleration in inflation data in the US on a month on month basis, which has brought some market participants to question whether the disinflation story is still intact.
Remoteness: Accessing the best of emerging markets
Jason Pidcock and Sam Konrad discuss the theme of “remoteness” and highlight where they’re finding the most attractive emerging market opportunities in Asia Pacific.
Australia: The world’s most attractive developed market?
Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.