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We share our scenario analysis to help clients navigate an uncertain landscape. Our base case is that inflation has peaked – in which case we favour high yield credit and emerging market assets. Should inflation prove more persistent, with a deeper recession on the cards, then cash and government bonds are the order of the day. Read on for details – and for why we favour investment grade credit in both scenarios.

Investors are starting to consider China as a standalone allocation as the country is poised to become the largest economy in the world. 

Jakarta’s infamous traffic is back, buzzing at pre-pandemic congestion levels. Over three days in Indonesia’s capital, Fund Managers Ian Hargreaves and Fiona Yang met with banks, real estate developers and conglomerates, as well as some entrepreneurial founders of companies in the fintech and EV industries.

After a savage bond selloff in 2022, investment grade corporate bonds are offering good income opportunities at attractive valuations for the first time since the global financial crisis. We discuss the asset class with our investment experts.

Politics had a significant impact on the market once again this quarter, with Rishi Sunak’s government retreating on many of the decisions taken by his predecessor.

We share our analysis of the fund’s performance in 2022 amid challenging conditions – and look forward to what could happen in 2023.

In what’s been a volatile year for equity markets, performance has varied greatly month to month. Things could be looking up though. We share our Outlook for 2023.

After a tough year for fixed income investors, yields and valuations now look more attractive than they have for a long time. We share our outlook for 2023.