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Sky-high equity valuations here to stay?

Date: 29/05/2018

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Market Commentary
Outlook

After a steep rally at the beginning of the year, followed by weeks of market turmoil, some investors are increasingly concerned that we may have witnessed the formation of a …

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International borrowing and the US Dollar

Date: 21/01/2018

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Outlook

Some market participants are worried about the ever rising market value of US borrowing vis-à-vis the rest of the world – as measured by the Net International Investment Position Currency …

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The UK general election result: what does it mean?

Date: 09/06/2017

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Outlook

The UK general election concluded with the shock result of a hung parliament, with the Conservatives the largest party. High levels of youth turnout, enthused by Labour’s radical manifesto, a …

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Turkey after the coup: three things to watch out for

Date: 30/08/2016

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Outlook

Following the attempted coup in Turkey on 15th July, we examine afresh the pressure points in the Turkish economy, and note three themes investors will be watching with interest. Following …

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Chinese currency decoupling

Date: 26/01/2016

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Outlook

Does the recent weakness and volatility in the CNH spot and short-tenor forward market herald a new era of Chinese capital outflows? Markets in the new year have not only …

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Asian ‘currency manipulation’: mainly a U.S. concern?

Date: 29/10/2015

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Outlook

The US has had a long standing concern about what it perceives to be excessive “currency manipulation” on the part of some countries, especially in Asia. This concern is primarily …

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