Featured Insights


Chart of the Week

U.S. ECONOMY: HEADING INTO OVERTIME

Chart courtesy of Clarion Partners. Sources: NBER, Moody’s Analytics, Clarion Partners Investment Research as of July 2019. Each year is the start period for each recession or expansion. Past performance is no guarantee of future results. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.

Market Snapshot

China targets U.S. farmers

China’s latest tariffs focus on U.S. agricultural exports; financial markets are pricing in at least one Fed rate cut this year; U.S. consumers’ debt load reached $13.67 trillion, with student debt outstripping auto loans.


Featured Insights

Market Outlook
Jul 30
Market Outlook

Midyear Outlook: Asia, EM and Europe

July 30, 2019

A region-by-region breakdown of the most relevant issues for global equity investors to follow in the months ahead.

Investment Insights
Jul 05
Investment Insights

Europe's new power elite

July 05, 2019

The European Parliament’s new appointments to top jobs will have important implications for the markets.

Market Outlook
Jun 18
Market Outlook

The "Greenification" of China

June 18, 2019

As China continues to develop, environmental issues are increasingly front and centre in what is described in the country as a “war” against pollution.

Investment Insights
Jun 10
Investment Insights

Global stocks

The Long-Term Impact of Trade Wars

June 10, 2019

Will today’s trade tensions permanently disrupt global value chains and lead to a new Cold War?

Market Outlook
May 31
Market Outlook

Europe: After the Dust Settles

May 31, 2019

Despite real economic challenges, the risk of a significant recession in Europe remains low -- barring monetary, fiscal or banking policy mistakes in the wake of the EU elections.

Investment Insights
May 29
Investment Insights

India Wireless: A more rational market…finally?

May 29, 2019

The Indian mobile communications market has consolidated around three players.

Investment Insights
May 29
Investment Insights

REITs in Asia: An Exciting "Emerging" Asset Class

May 29, 2019

Largely a developed market phenomenon so far, incremental growth in REITs is likely to come from the emerging Asia markets.

Market Outlook
May 27
Market Outlook

China’s boost to urbanisation

May 27, 2019

Policy changes that relax residency rules in smaller Chinese cities could become an important driver of structural growth, impacting a range of sectors.

Investment Insights
Apr 12
Investment Insights

Why EM Bounced Back

April 12, 2019

A huddle of negative factors cooled investor sentiment towards emerging markets in 2018. Some of these factors have reversed and more could follow.

Investment Insights
Apr 09
Investment Insights

2018 Stewardship Report

Investing for Sustainable Outcomes

April 09, 2019

Martin Currie releases its annual stewardship report detailing its commitment to ESG and activities to advance responsible corporate stewardship throughout the year

Investment Insights
Mar 28
Investment Insights

Healthy Eating: The Consequences for Business

March 28, 2019

Food and beverage companies face both threats and opportunities from societal change on how we regulate what we eat and drink.

Investment Insights
Mar 27
Investment Insights

China's Consumers

March 27, 2019

Understanding trends among Chinese consumers is a key factor in assessing the Chinese equity market.

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