The August consumer price index report showed that U.S. inflation slowed to 2.5%
On the latest edition of Market Week in Review, Director and Senior Investment Strategist Alex Cousley and ESG and Active Ownership Analyst Zoe Warganz discussed key takeaways from the U.S. Federal Reserve’s (Fed) annual economic symposium in Jackson Hole, Wyoming.
On the latest edition of Market Week in Review, Director and Senior Investment Strategist Alex Cousley discussed recently released economic data from China, including home prices and credit numbers. He also covered the Bank of England’s (BoE) recent rate decision and provided an update on U.S. retail spending during May.
Japan has had two big moments in the last month, with the Nikkei 225 equity index breaking above the highs set in 1989, and the Bank of Japan (BoJ) raising interest rates for the first time in 17 years.
China's economy has disappointed most expectations over the past year. China's need to rebalance from investment to consumption is coming when tensions with the U.S. are elevated. This could create continued volatility. We believe China does have the levers to alleviate some key challenges.
Chinese equities are extremely cheap and priced for bad news. We believe this environment may present opportunities for active managers.
We don't expect tensions between China and Taiwan to intensify this year, due to China's improving relationship at the margin with the U.S. and China's likely focus on domestic growth.
Soft consumer confidence and property-market woes are playing a large role in the slowdown of China’s economy.
Australia and Canada are experiencing a surge in population growth, while growth rates have slowed substantially in the UK due to post-Brexit frictions.
One of the vexing questions for China watchers has been the lack of stimulus delivered, despite the maintenance of the government’s 5.5% GDP target for 2022 (although there is skepticism around the ability to reach that 5.5%).
With 2021 almost finished, it's a good time to look ahead to the key questions and themes for 2022. Overall, we believe economic growth, inflation and investment returns should moderate through 2022, but expect growth to remain above trend, which should support the outperformance of equities over bonds.
Increasing regulation and stress in the property sector have led to lowering expectations for Chinese economic growth in 2022. Could the global economy be impacted as well?
Emerging markets are confronting a slew of short-term challenges caused by the coronavirus pandemic. Is there hope for a turnaround on the horizon?
Key watchpoints for China as it emerges from the COVID-19 crisis.
In light of the ongoing coronavirus outbreak, we examine whether a rebound in China’s economy is still possible this year.
As the worries mount, it’s worth addressing whether these concerns are truly warranted, or overblown to an extent. Let’s dive right in and tackle this, as well as look at how much of a handbrake such a high level of debt may have on Chinese growth.
As China embarks on a transition to a more consumption-based economy, its health is likely to have an increasing impact on the well-being of the global economy.
