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US Tariffs and their effects on Emerging Market Debt

29.03.2018
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. Read more

Chinese New Year: Five investment themes for the ‘Year of the Dog’

16.02.2018
Chinese New Year is set to arrive on 16 February 2018, leaving behind the Year of the Rooster and ushering in the Year of the Dog. What are the key themes to look out for in the coming canine-related year? Read more

Podcast: A fixed income perspective on China

06.02.2018
Mark Evans, analyst at Investec Asset Management, discusses the investment case for China following the recent release of their latest GDP figures. Read more

The Journal Volume 3: The evolution of China’s capital markets

21.09.2015
We are embarking on a new era in global markets: it is likely to be one that has China’s increasing integration into the global financial system at its core. Read more

Institutional

Institutional

We examine the evolution of China’s capital markets and its potential impact on global markets. Read more to understand the investment opportunity that we believe China offers.

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Advisor

Advisor

How are China's capital markets evolving? What should investors consider when investing in Chinese equities and bonds?

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