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Imitator turned innovator: Technological change in China

Published by : Hermes Investment Management

China’s ruling Communist Party gathers for a five-yearly plenum in Beijing this week. But the political theatre is set to disappoint investors, with little policy reform expected to be announced. The real change, in our view, is the radical shift from imitation to innovation in China. As the

Published: 18 October 2017

Business Area: China

Type: Portable Document Format (.pdf)

Josh Crabb on the Asian equities rally

Published by : Old Mutual Global Investors

In light of the rally in Asian equities, Josh Crabb, head of Asian equities, gives a brief update on his asset class and some of the stocks he still favours.

Published: 28 September 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Not tight, just less loose... Economic Outlook

Published by : Hermes Investment Management

Neil Williams, Group Chief Economist at Hermes Investment Management, points out that ten years after the first glimpse of the financial crisis, and major economies have finally recouped their GDP

Published: 11 September 2017

Business Area: Economics

Type: Portable Document Format (.pdf)

Health and diet change

Published by : Sarasin & Partners

The change in global diet is a remarkable trend across the world, and one of the primary drivers behind the food economy. In the developed world, this principally occurs in the form of a cultural shift towards healthy eating, and Fund Manager Henry Boucher examines how this can affect stock

Published: 03 May 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Investing in a world where less is more

Published by : Sarasin & Partners

When investing for the long term, it pays to step back occasionally and consider the wider context, putting the scale of current events and asset values in perspective. Henry Boucher, Deputy CIO, looks at the impact of debt, demographics and income distribution on the global economy.

Published: 01 March 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Growth vs decline: Does 2017 spell trouble for China?

Published by : Aviva Investors

China’s economy is slowing, so its government have channelled their efforts into growth initiatives, delaying much-needed economic and structural reform. However, is this a move that will help China get back on track, or is it leading them down a slippery slope? Global growth reduction, labour costs

Published: 06 February 2017

Business Area: Economics

Type: Audio/Video (.mp3, mp4, mpg)

Iain Richards: Technology is bringing responsible investment into the mainstream

Published by : Columbia Threadneedle Investments

Intelligent use of technology is paving the way for mainstream application of Environmental, Social and Governance (or ESG) principles in asset management. The adoption of a systematic approach that exploits technology to create intuitive, evidence-based tools that can be integrated seamlessly into

Published: 22 December 2016

Business Area: Investment Trusts

Type: Portable Document Format (.pdf)

Will a return to credit-fuelled growth mean trouble for China?

Published by : Aviva Investors

Nick Samouilhan (Senior Fund Manager, Multi-Assets), Mary Nicola (Senior Economist and Strategist), Liam Spillane (Head of Emerging Market Debt) and Will Ballard (Head of Emerging Markets and Asia Pacific Equities) discuss the implications of China’s prioritisation of short-term growth targets over

Published: 23 November 2016

Business Area: Economics

Type: Portable Document Format (.pdf)

China’s economic challenge

Published by : Aviva Investors

While the Brexit vote earlier this year precipitated dire warnings about the potential consequences for the global economy, China's ballooning debt possibly poses a far bigger threat.

Published: 23 November 2016

Business Area: Economics

Type: Audio/Video (.mp3, mp4, mpg)

Colin Moore: A CIO’s view of six key election issues

Published by : Columbia Threadneedle Investments

Election 2016 will have consequences for the economy and financial markets. Colin Moore looks at six election issues investors need to be aware of.

Published: 16 November 2016

Business Area: Wealth Management/Financial Planning

Type: Portable Document Format (.pdf)