Should markets be pricing in the likelihood of an economic hard landing?
There are solid arguments supporting a harder landing scenario than markets are pricing in
China
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A transitional year for India
Alessia Berardi, head of emerging macro and strategy at the Amundi Investment Institute, encourages investors to look afresh at the opportunities on offer in India
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GAM’s Howard: Why investors cannot risk ignoring Chinese equities
Global desire for strategic autonomy away from China is ‘wholly unrealistic’
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Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
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Morningstar IM’s Preskett: How tight is the fee differential between active and passive?
Where does sentiment lie in terms of the ongoing active/passive debate?
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‘If these companies were European… you would love them’: Guinness’s Harriss and Malik on China’s macro discount
Guinness Greater China managers addressed concerns over the China property sector at an investor conference in London
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EFG’s Moz Afzal on the ‘gift’ of China’s slowdown and the rise of the machines
Global CIO discusses the three factors informing the firm’s US allocation strategy
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Invesco’s Aujla on US growth stocks, bright spots in small caps and why passive investing isn’t passive
Fund manager David Aujla, who runs Invesco’s Summit Growth multi-asset portfolios, explains where he is seeing opportunities
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‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
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From marketing slogan to political alliance: Can BRICS challenge the status quo?
Following the expansion of the BRICS group, investors discuss which constituents offer the best opportunities
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IA China the worst performing sector in ‘damp squib’ August
Property sector woes impacting performance
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Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall
