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Market Outlooks
Global Weekly Commentary: Spotlight on Europe
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Europe is in the spotlight this month, with a key European Central Bank (ECB) meeting and a pivotal German election that could have significant medium-term implications for the fiscal stance of Europe’s largest economy.
Investing Ideas
What is a Stock Worth?
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Implications for Equity Investing at Historic Valuations
Market Outlooks
Global Weekly Commentary: Don't ignore climate risks in portfolios
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Severe climate events around the world this year have intensified debate around the effects of climate change and the risks they pose to portfolios.
Market Outlooks
Global Weekly Commentary: A restart relay
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The restart of economic activity is real and broadening.
Market Outlooks
Global Weekly Commentary: Taking stock on China
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China’s regulatory clampdown on industries such as tutoring and tech has unnerved global investors.
Market Outlooks
Global Weekly Commentary: Taking advantage of volatility
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Market volatility is on the rise, as worries about new virus strains have been exacerbated by stretched positioning and light summer trading.
Market Outlooks
Global Weekly Commentary: Our views on China’s policy finetuning
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We see China’s recent policy loosening as an important shift to a modestly more supportive stance for the near term, yet don’t expect the overall hawkish bias to change as it is crucial in China’s focus on quality growth in the medium term.