Investment views

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China, today

China, today

China is a major and growing influence on global capital markets and understanding the impact this will have on you is crucial.

Even if you are not considering allocating directly to Chinese assets, your portfolio will still be affected by decisions made in Beijing, no matter where you are invested. To help you understand how, we have created a suite of materials which are accessible right here on our China hub.

Visit our China hub

Featured investment views

Podcast: Global perspective

20 April 2018

Philip Saunders talks to Lindsay Williams and provides an update on key global markets, including a look at US bank numbers and the recent GDP figures from China.

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US Tariffs and their effects on Emerging Market Debt

29 March 2018

Mike Hugman, Emerging Markets Fixed Income Portfolio Manager, argues that this round of actions is now largely announced and reflected in markets and will create opportunities to add risk to portfolios via EM currencies and equities in coming weeks.

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Podcast: Bear market inflection point or an opportunity to 'buy the dip'?

26 March 2018

Philip Saunders talks to Lindsay Williams about the current bear market cycle.

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Viewpoints: US-China trade tensions

23 March 2018

Our Equity & Multi-Asset teams discuss the recent trade tensions between the US and China.

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Podcast: The credit crossroads

21 March 2018

Strategy Leader and Portfolio Manager Jeff Boswell discusses the challenges and opportunities of the credit investment landscape and where Multi-Asset Credit investors can go in an environment of heightened uncertainty.

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The content of this page is intended for professional investors only and should not be relied upon by anyone else.

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