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New Zealand Equity Monthly – November 2022

SHARE THIS The cost of living and the cost of doing business are still weighing down on New Zealand’s consumers and companies as the end of 2022 approaches. On the corporate side, New Zealand’s companies continue to grapple with wage inflation driven...

China Equity - Tech Powerhouse

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China Equity - Middle Class Leverage

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China Equity - One Belt, One Road

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China Equity - Centrally Planned Economy

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China Equity - New Growth Model

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China Equity - Global Leadership

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China Equity - Why Now

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China Equity - Intro video

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Global Equity

Asian Equity

Equity

Insights/Global Equity

Equity

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Global Investment Committee’s outlook

SHARE THIS We expect poor 1Q24 returns for MSCI World after the 4Q23 surge, but a more positive trend for the rest of 2024. Regionally, we much prefer Japan in the year ahead. Our view on global bonds for USD-based investors is that they are preferred...

Global Investment Committee’s outlook: narrowing growth differentials

SHARE THIS The GIC assesses that the probability of slower yet positive growth in the US has increased. The GIC anticipates a narrower growth gap between the US and other developed markets, with selective diversification into European and Chinese...

Navigating Japan Equities: Monthly Insights from Tokyo (July 2023)

SHARE THIS As a virtuous inflation cycle helps boost stocks, this month we focus on how labour shortages could nudge Japan away from a deflationary mindset; we also assess the BOJ under a new governor, who has said that monetary policy surprises could...

Global Investment Committee’s Outlook: More “Stagflation-lite”, moderately positive on equities ex Europe, negative on global bonds

SHARE THIS “Stagflation-lite” coupled with a severe geopolitical crisis was much worse for equities than we expected, but most of the bad news is priced in, so the prospect for global economies and equities in aggregate should improve. While we expect...

Global Investment Committee’s 2022 Outlook: Continue risk-positive, especially for Japan

SHARE THIS The global economy should match the consensus for strong growth, thanks to vaccinations, continued fiscal stimulus, acceptable global geopolitical conditions, and continued low interest rates despite increasingly hawkish central banks. Such,...