The impact of low rates on portfolio allocation, the changing economic backdrop and risks and opportunities in a world where monetary stimulus is being pushed to its limits.
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The macro backdrop has significantly improved in Q3. While recovery in economic activities and labour markets will take time, the short recession has created opportunities for those focused on longer-term fundamentals.
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China has the world’s second largest bond market and offers a rich array of benefits for potential investors. We will look at the developments and opportunities in the Chinese bonds universe.
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Where are the investment opportunities in China and what are the implications of recent developments such as the COVID-19 pandemic and US-China tensions? This paper studies why investors should consider investing in Chinese equities and bonds and highlights the potential alpha that global investors may reap.
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International tourist numbers to Asia are expected to fall off a cliff in 2020, with the adverse economic impact reflecting each country’s dependence on tourism and its composition of domestic and international visitors. How should you adjust your portfolio strategy to mitigate its risks and optimise opportunities?
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