Highlights for consumers, businesses and UK equities
Higher US interest rates could present significant upside for Asian equities
We know the goal, the challenge is to manage urgent change effectively. How can investors accelerate the transformation?
Rejection of a left-wing constitution reduces risk for equity investors in Chile, but economic problems remain an obstacle
The economic models of China and Japan are closely related. However, China has the opportunity to learn from its neighbour's mistakes and protect property and banking investors.
Markets remain focused on energy costs whilst the outlook remains positive
An important announcement to clients from J O Hambro's CEO (UK, Europe & Asia) Alexandra Altinger
Conditions in Asia are considerably different to those in the US
Energy exporters, or those with relative energy stability, show signs of prospering
Central bank commentary suggests we may have passed peak ‘hawkishness’
From compressing the price side of the P/E equation, investors are increasingly fretting over earnings, marking down any company that hints of cyclicality.
Idiosyncratic stock selection helped Fund performance through a period that saw events more extreme than many investors have ever experienced.
During periods of market sell-offs, the natural human reaction is to contract our investment time horizons and focus on short-term negative noise.
"Beware good houses in bad neighborhoods..."
The good news from China ... and the bad
Recession remains a threat, and despite official figures, China is almost certainly in a phase of contraction
UK equity valuations remain eye-wateringly low relative to earnings and balance sheet capital
Investor engagement can make a positive difference to poor mining communities
In a new era, investors need discipline
Inflation is not all bad news in emerging markets
Investing for income in the UK equity market has rarely offered better opportunities
In an environment of higher inflation, investors should increasingly favour dividend-paying stocks
Markets now collectively believe that central banks are behind the curve. Risk-aversion prevails
Rising yields are presenting interesting opportunities to income investors
Floating exchange rates are likely to limit the impact of rising US rates on emerging markets
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