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Markets & strategy

26 Aug 2010 Strategy: developed equities now at underweight NEW
EM equities at neutral; global growth losing steam ... Read more...
25 Aug 2010 Strategy: time to reduce risk
Supportive factors fade; risky asset returns seen under pressure ... Read more...
19 Aug 2010 Insight: China acts on currency internationalisation
Move should aid bond market, lift renminbi demand.... Read more...
19 Aug 2010 Strategy: bonds set at underweight
Government bond markets look overbought; non-core eurozone spreads widen ... Read more...
12 Aug 2010 Allocation: Neutral on equities
Emerging market local-currency debt: position halved.... Read more...
11 Aug 2010 Strategy: Caution remains key
Growth slowdown, but no recession.... Read more...
06 Aug 2010 Insight: wheat on fire
What lit up the wheat market and what can we expect now?... Read more...