Cameron Robertson looks at what's driven Asian markets in 2025 and the outlook for 2026.
We focus on China and two key events from the past few weeks that are likely to shape the outlook going forward.
Central banks deliver hawkish moves as inflation surprises and global growth slows. The Fed eyes a December cut, but uncertainty and caution dominate the outlook.
Global markets are navigating a complex landscape shaped by policy divergence, trade tensions, and the unwinding of US exceptionalism. While the US remains a leader in technology and innovation, it...
Attending the IMF World Economic Outlook Forum provided reassurance that the global macro environment favours risk assets, especially EM/FM. Debasement fears are overblown. AI capex and Fed support...
ASEAN is poised for robust growth, supported by expectations for a softer US dollar, favourable interest rate dynamics and a shift in global supply chains away from China. Amid evolving macroeconom...
This note outlines an outlook for the asset management industry rooted in our view of the macro investment environment, which suggests that asset owners may need to reexamine their strategic alloca...
In his latest video update, Head of Equities, Mike Fox, looks at the market environment for sustainable investing over the past quarter and provides a short-term outlook.
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