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Sean Taylor, Chief Investment Officer, reviews a volatile third quarter for emerging markets and explains why his broader outlook remains constructive.
India's gold market showed signs of strengthening in October as seasonal demand gathered pace, supported by September's sharp price correction. Investment demand also remained healthy, with positiv...
The pension index rose in every region except Brazil over the third quarter, as the impact of higher discount rates on liabilities more than outweighed negative investment returns.
Rising energy and fertilizer costs, supply disruptions in the Middle East and Russia, and El Niño-driven weather risks are increasing pressure on global food prices and food security, with the grea...
China’s officially reported third quarter GDP growth was 4.5% y/y. That means that this year’s officially reported growth is likely to hit the officially set growth target. However, despite a stron...
Last week, Middle East tensions intensified amid attacks and continued disruptions in the Strait of Hormuz, pushing oil prices higher. President Trump also waived additional tariffs of up to 100% o...
Explore how alternative real estate can enhance portfolio diversification, resilience and income through specialist expertise.
Global credit markets navigated a challenging week as persistently elevated U.S. inflation data reinforced expectations that the Federal Reserve (Fed) will hold rates higher for longer. The 10-year...
Lyndon Man examines European fiscal risks, lessons from 2011 and which emerging market currencies, rates and bonds may withstand contagion amid volatility.
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