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Thought of the day

Thought of the day

Is Japan in a world of its own?

If the world economy is enjoying a party, it seems that Japan was not invited. The Nikkei 225 Index is up less than 0.5% year to date, compared to an 8% rise in the Euro Stoxx 50 and a 6.7% increase in the S&P 500.


Morning audio comment

Morning audio comment

Economics reigns supreme

Aside from US President Trump's threat of "major, major conflict" with North Korea, the market focus is on US first-quarter GDP growth. This is subject to the normal (seemingly ever-rising) margin of error with which economic data is afflicted. It is also subject to the normal "curse of Q1" – the inability of US statistics to seasonally adjust.



Is “poll” vaulting the right strategy for investors?

Is “poll” vaulting the right strategy for investors?

Investors had a tough time on 24 April…if they sat out the first round of France’s presidential election holding cash. The vast majority of growth-sensitive assets posted gains as centrist, pro-EU candidate Emmanuel Macron reaped the highest vote total among the four contenders, including second-place finisher and far-right anti-euro candidate Marine Le Pen.


Featured articles

Risk radar: French elections 2017

Will Marine Le Pen become the next French president, threatening to lead France out of the euro area?

Risk radar: French elections 2017

Artificial intelligence and Asia

Artificial intelligence has the potential to reshape our world. So how will it impact Asian economies, businesses and societies? In the second edition of Shifting Asia, we analyze Asia's AI-powered future and the challenges and opportunities it will bring forth.

Artificial intelligence and Asia

Gender-Lens Wealth

Achieving gender equality and female empowerment is one of the United Nations' Sustainable Development Goals (SDGs) for 2030. Yet, according to a recent World Economic Forum report, basic global gender gaps could take 83 years to close. What can investors do?

Gender Lens Wealth

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