Analysis
Asia | analysis 12 Dec 17
Robeco: China’s AM regulations and US tax reform risks
Hong Kong’s equity market is likely to see a slowdown in mainland investment next year due to some new regulations and the proposed US tax reform could hit the technology sector, said Victoria Mio, co-head of Asia-Pacific equities and chief investment officer for China at Robeco.
Emerging Markets | analysis 7 Dec 17
How 2017 rewarded the brave
Investors who took a risk-on approach in 2017 have been well rewarded, with the traditionally more volatile sectors and regions topping the performance return tables over the year.
Europe | analysis 6 Dec 17
Will sterling sink or swim?
Following the recent news of progress on the Brexit “divorce bill”, sterling hit a two-month high this week, and was up against both dollar and euro. Despite the uptick, the main question still remains, will sterling continue to strengthen or is it in danger of collapsing in the face of political turbulence?
Equities | analysis 4 Dec 17
Are FAANGs giving way to emerging tech?
EM tech companies have outperformed the famed FAANG stocks (Facebook, Apple, Amazon, Netflix, Google) this year.
But do EM tech companies offer better opportunities on the long term as well?
Technology | analysis 4 Dec 17
Three key areas for advisers primed for the future
Attitude to innovation, the shape of the workforce tomorrow and the evolution of work culture are three areas spotlighted by PwC’s Rob Churcher in the final of a three-part series looking at technology trends.