Challenge and opportunity ahead. As we move the 2018, senior investors from Asset Management assess the global investment landscape, highlighting the risks and opportunities across their respective asset classes.
Fundamental research is an integral part of the investment process across many of our strategies. With a broad reach of capabilities and a local presence in 23 countries, our global network of investment professionals and first class research capabilities deliver the insights you need.
At the heart of the global macroeconomic and markets outlook for 2018 lie prospects for China. And at the heart of the outlook for China lies the country's high and rising debt to GDP ratio. Recent policy initiatives suggest that the debt issue is finally being taken seriously. Can the Chinese authorities navigate the fine line between a hard landing if the deleveraging is too severe or creating an even larger debt bubble if it is not severe enough?
Investment Insights addresses a major concern for investors globally and explores the key themes in Chinese equities and Chinese bonds against this backdrop.
Research by asset class
Highlights from Real Estate Summary Edition 3, 2017:
- Steady demand growth, with Europe and Japan historically strong
- Lack of investment and real income growth are notable challenges
- Real estate still in demand; prices tightening but slower than in the past
- Income is the main driver of returns, but what income is safe?