411 insights found

Iggo's insight

Bad, worse or just dandy

At some point, higher inflation could provoke a tightening of monetary policy that is beyond what is priced into markets.

Macrocast

China investment outlook – what next for the world’s second-largest economy?

China’s lucrative property sector is under close scrutiny, with one of its biggest developers currently feeling the pressure. The People’s Bank of China has stepped up – but beyond the country ...

Fixed income

Inflation: Transitory for longer

Increasing consumer demand, raw material shortages and prolonged supply chain disruptions have conspired to ensure inflation remains abnormally elevated, but we still believe this backdrop will ultim ...

Fixed income

Why a short duration approach could help unleash the potential of China bonds?

In this video, our head of Asian fixed income, Jim Veneau, addresses a few key questions when it comes to China’s bond market, and explains why a short duration approach could be beneficial when navi ...

Iggo's insight

Pay them and they will come?

The needles on the indicators of investment sentiment are all pointing down.

Fixed income

EM titans: How China and India are driving growth for fixed income investors

Changes in domestic consumption patterns in emerging markets and the rise of the middle class are likely to see a huge shift in economic power away from advanced economies - and Asia is expected to b ...

Research & Investment Strategy

Asia: “Made in Vietnam” Understanding the rise of Vietnam as an export powerhouse

One of the most dramatic economic developments of recent decades has been the integration of emerging market countries (EM) in Asia – defined here as Asia ex-China – into global trade. ...

Iggo's insight

Autumn dawns and the living doesn’t get easier

The recovery keeps hitting speed bumps caused by supply side disruptions. The latest is the surge in energy prices

Fixed income

How the world’s new megacities could present opportunities for investors

Presently more than half the world’s population, at 55%, lives in cities, up from just 30% in 1950. However by 2050, this figure is expected to soar to 70% - which translates to an estimated 2.5 bil ...