In our view, there is a strong strategic case for an allocation to emerging market assets; we do however recommend […]
Chart of the week: Japanese population and age structure, 1950 – 2050 Japan’s population peaked in 2010 at just over […]
The current collapse in crude oil prices is unparalleled in recent history. Risks at current price levels appear to be […]
2015 was an underwhelming year for emerging market equities. There was wide dispersion between the returns of individual markets, with […]
Weak demand for oil, the rise of shale oil and OPEC’s changing behaviour is what the market’s focus has been on regarding the plunge of +50% in oil prices
The ECB’s decision on 22 January 2015 to launch quantitative easing sends a strong signal on the strength of its […]
Although market estimates of the popularity of the new TLTROs had been optimistic, the ECB has released disappointing data as to how much banks will in fact borrow
Investors have been braced for more monetary stimulus since Mario Draghi signalled willingness for imminent quantitative easing.