Vision will be anything but 20/20 in 2020

Dec 02, 2019 |Jay Zhang

The collapse in global yields has delivered robust 2019 portfolio performance, but one that is unlikely to be repeated in 2020. We look at fixed income portfolio positioning amid an increasingly blurry outlook for 2020.

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Breaking the Brexit impasse?

Nov 19, 2019 |Jay Zhang

The Brexit saga has dragged on and on... It has constrained global growth by holding back the UK and European economies, casting a shadow over equity markets. While there is light at the end of the long tunnel,there are various outcomes from it.

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Is this the start of something bigger?

Nov 13, 2019 |Jay Zhang

Since the beginning of autumn, the U.S. stock market has hit the gas pedal. Will this be a fleeting acceleration, or do equities have the right stuff that will help to see them through any potential choppiness ahead and facilitate a further advance?

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