Insights

Investment Insights by our experts and thought leaders

The Global Investment Committee remains moderately optimistic about the global economy and equity markets, while being cautious on global bonds.

China A-Shares: A New Milestone

Following four years of intense consultation and three failed attempts, MSCI has just added China A-Shares into its international indices. We view this as expected and in some ways, long overdue.

ESG and Credit Investing — What does the future hold?

Changing perception of ESG’s performance impact: An active ESG approach is now regarded as a catalyst for outperformance.

June Gamble Doesn't Pay Off for May

Theresa May’s Conservative Party lost its outright majority in last Thursday’s general election. What are the implications for Brexit and the markets?

Asian Equity Monthly Outlook - June 2017

MSCI Asia ex Japan (AxJ) gained 4.7% in USD terms, outperforming the MSCI AC World and MSCI Emerging Markets Indices.

Asian Fixed Income Monthly Outlook - June 2017

Better-than-expected US non-farm payroll figures and a more favourable FOMC statement were offset by political uncertainties in Washington. FBI director James Comey's firing and investigations into possible ties between Trump's election campaign and Russia increased concerns of a set-back in the president's economic agenda.

Global Fixed Income & Credit Monthly Outlook - June 2017

The European Central Bank (ECB) has taken its first step towards reducing its stimulus programme by omitting the mention of "lower levels" for interest rates in its forward guidance, even as ECB President Mario Draghi denied that there was any discussion of tapering in the latest policy session.

Forbes: After Yellen, An All-White Male Fed Board Ahead?

“Could it be possible that Trump would accept an all-white male Fed Board?”

John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com

Asia High Grade Credit - A Safe Haven within Emerging Market Debt

Asia Credit is significant enough as an asset class to be considered separately, and its high grade segment could be a relative safe haven if EMD flows reverse.

Ethical Investing – Whose ethics are we talking about?

Of course there’s nothing new about ‘ethical’ investing. What’s changed is heightened public awareness of where our private and public savings are being invested, and increasing recognition that a focus on simply maximising short-term profit is not necessarily the best, or most sustainable approach, over the long term.