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China's radical experiment
China's attempts to boost lending are becoming bolder by the month.
Steve Donzé, Senior Macro Strategist February 2019
Demystifying currency hedging
Investing overseas means investing in a foreign currency too. That can make things a little more complicated particularly for bond investors.
Mickael Benhaim, Head of Fixed Income Investment Strategy & Solutions February 2019
Looking past the gloom
Equities are in a spin as the Fed's unexpectedly hawkish turn and trade disputes weigh on investors. But fears of a bear market are overblown.
Luca Paolini, Chief Strategist October 2018
Demystifying market timing
Trying to time investments to take advantage of the market's ups and downs is fiendishly difficult. It's an approach that's best avoided if you don't...
August 2018
Fortune favours a bold BOJ?
The BOJ takes a step towards controlling the equity market a shift that could generate fresh gains for Tokyo stocks.
Steve Donzé, Senior Macro Strategist, Hiroshi Matsumoto, Deputy Head of Investments and Products August 2018
It's all about the sectors
As economies and central banks around the world move in lock-step capital allocation by sector – rather than region – should prove a more effective...
Andrew Cole, Head of Multi Asset London July 2018
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