CHINA

Funds management

Australian fixed income investors consider political and geopolitical risk to be the greatest threat to domestic credit markets over the next 12 months, according to Fitc...

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Funds management

Global markets are entering a ‘late cycle’ phase, as demonstrated by interest rate cuts, according to RARE Infrastructure....

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Financial planning

The Australian stock market fell by more than 3.5% last week over fears of escalations in the US/China trade war. ...

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Financial planning

Insight, part of BNY Mellon, believes there is only a ‘low probability’ of the US/China trade war being resolved soon as it identifies six areas which could be drawn into...

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Expert Analysis

With President Trump threatened with impeachment and Boris Johnson handling Brexit in the UK, AMP Capital’s Diana Mousina examines how these political developments impact...

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Features

The US/China trade war may be dragging on, writes Laura Dew, but are we really facing the threat of a global currency war and will either side be a winner at the end?...

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Funds management

China will ultimately come out of the trade war on top thanks to its ability to pivot, Premium China Funds Management believes....

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Funds management

The US has few options available to it if it tries to get into a currency war with China, according to analysis from State Street Global Advisers....

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Funds management

Long-term fundamentals remain attractive for China, says UBS, despite the noise and volatility surrounding the US/China trade wars. ...

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Funds management

The trade tensions between the US and China are expected to continue to shake up markets, according to RARE Infrastructure....

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Features

Laura Dew writes that the Global sector offers investors exposure to a wide-ranging set of worldwide themes that would be ‘impossible’ for them to access otherwise....

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Funds management

The sovereign wealth funds and central banks have increased allocation to fixed income, Chinese and alternative assets at the expense of European exposures, according to ...

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Features

Emerging markets are growing in popularity and those in the Asia Pacific ex Japan sector, and in India in particular, have a lot to offer investors, Laura Dew writes. ...

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Funds management

Advisers shouldn’t be asking if clients should be investing in fixed income but rather where they find those opportunities, as the market shifts to offering support to th...

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Funds management

Tactical stock selection will be crucial for investors to navigate US/China trade implications, according to Premium China....

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