Analysis

Equities | analysis 24 Feb 16

2015 was the weakest year for US equities since 2008, the exception being the technology sector that was buoyed by the ‘Fangs’ – Facebook, Amazon, Netflix and Google.

Macro Views | analysis 23 Feb 16

Volatility is a word that seems to have strongly negative connotations whether you are talking about markets or somebody’s personality.

Equities | analysis 18 Feb 16

The United States accounts for around half of the global equities index so whether you like the asset class or not you can never ignore it, or eliminate it from a portfolio.

Asia | analysis 16 Feb 16

Even by the very nature of its name, HSBC has always been the most Asian-facing of the multinational super banks, so why does it want to extend its stay in London?

Asia | analysis 16 Feb 16

While the first two ‘arrows’ of Abenomics have helped boost Japanese equity performance and devalued the yen, the jury is still out on whether the strategy is succeeding. Much will depend on the third arrow of structural reform.