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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.
Market Outlooks
Global Weekly Commentary: Looking through near-term volatility
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Investors are contemplating very different potential outcomes beyond the economic restart – leaving markets prone to overreacting to news flow, as we witnessed just last week.
Market Outlooks
Global Weekly Commentary: Death of the office? Far from it.
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The pandemic has led to widespread remote working, raising doubts about the future of offices. We believe the office is far from dead, but expect the impact of flexible working to vary across assets and locations.
Market Outlooks
Global Weekly Commentary: A taxing question for U.S. stocks
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We see equities in developed markets (DMs) outside the U.S. as better positioned to capture the economic restart over the tactical horizon, as the powerful restart broadens out.