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Equity
 

Charging towards a lower-carbon economy

Author: Alan Hsu

Despite negative rhetoric from the Trump administration and the recent repeal of the US Clean Power Plan, we strongly believe that companies focused on sustainability and renewable energy will continue to...

 
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China's online revolution: structural tailwinds for EM digital companies

Author: Simon Henry, CFA

Within emerging markets (EMs), we have high conviction in the investment opportunity stemming from online content and social media, which includes gaming and video platforms. In our view, the theme should...

 
Apr 2017
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Macro and market

Financial Market Review: first quarter 2017

Author: Samuel A. Sanom, CFA

Global equities (+5.8%) rallied for the fourth consecutive quarter as the “animal spirits” dynamic remained intact. Despite escalating European political risk and uncertainty surrounding US...

 
Apr 2017
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Macro and market

Monthly Market Snapshot: March 2017

Author: Samuel A. Sanom, CFA

Equities Global equities (+1.1%) rallied for the fifth consecutive month, ending March with a 5.8% gain year to date. Political uncertainty in Europe weighed on investors’ minds, particularly over the...

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