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News and insights


EM equities: end of the bear market or another false dawn?

Will Ballard - 31 AUG 2016

Despite persisting long-term concerns over the Chinese economy and July’s failed coup in Turkey, emerging-market equities have rallied sharply in recent months, says Will Ballard. Can it last?


European real estate looks attractive after Brexit but political risks remain

Monika Sujkowska - 25 AUG 2016

We forecast total returns on continental European real estate of 4.6 per cent per annum over the next five years amid weak supply and strong demand from yield-hungry investors, combined with recovering rents.


Rising corporate defaults do not pose systemic threat to China

- 19 AUG 2016

The number of defaults in China’s onshore bond market has risen sharply recently. However, this trend should not pose a systemic risk with the government expected to keep refinancing costs down, according to Joyce Bing.


UK equities: divergence and recovery

- 19 AUG 2016

The FTSE 100 index has outperformed the FTSE 250 since the EU referendum. In this Q&A, Trevor Green explores the reasons why – and assesses the longer-term prospects for UK equities.


UK real estate outlook: Risks and opportunities emerge after Brexit

- 17 AUG 2016

We expect the ‘Brexit’ vote to have a lasting impact on the UK real estate market. We have downgraded our forecasts for total returns on domestic property from 5.1 per cent per annum to 4.3 per cent over the next five years.


Growing pains: Tougher standards needed to keep the green bond market on track

- 10 AUG 2016

Demand for green bonds has soared in recent months – but it is becoming difficult to tell whether these bonds are truly delivering on promised environmental benefits. It’s time for more rigorous standards.


Will the Bank of England's 'Super Thursday' stimulus lift the Brexit gloom?

Stewart Robertson - 05 AUG 2016

As the Bank of England announces an historic interest-rate cut and a new quantitative easing programme, Stewart Robertson discusses the potential impact on the UK economy.