Structural advantages that point to fast long-term growth in Asia are getting short shrift.

African swine fever is ravaging China’s pork supply and having a global impact on protein prices. For equity investors, the crisis serves as a reminder that even amid trade-war uncertainty, research into domestic trends can help investors access the country’s vast stock market.

The economic calendar is one of the lightest, and a long holiday weekend impends. How will this news vacuum be filled? Probably with celebrity news, following the latest tweets, analyzing any new Democrats running for President, and interviews with B-level guests.

General George Custer met his doom charging into a battle he thought he could win, against an opponent he did not understand. Based on his views about the fast-emerging trade war with China, it looks to me that Donald Trump, is charging into an economic version of the Little Bighorn.

Market updates from across the region.

It has been almost four weeks since the inversion of the 3-month/10-year US Treasury yield curve, and the commotion is just now finally beginning to fade.

Stocks sold off this week on news of fresh U.S. tariffs on Chinese imports, and are now officially in oversold territory. Our proprietary sentiment indicator fell to 20 percent, showing that the market is at its most oversold since July 2018.

The U.S. economy is growing at one of the fastest rates in the developed world right now, and unemployment hit a nearly 50-year low of 3.6 percent in April. Under normal circumstances, this should boost demand for domestic equities.

It’s been a tough road for value investors during the past decade or so, even leading some pundits to declare the investing style is dead.

Investors have a tendency to obsess about their investment portfolios. On the surface, this is a perfectly reasonable focus given results in the portfolio are a crucial determinant of success for whatever purpose the portfolio is there to serve.

If the US economy remains in positive territory this month and next, as looks increasingly likely, this will be the longest economic recovery in America’s history. Expect a lot of celebrations just ahead. While that will be a true milestone, consider that Australia has not had a recession in almost 28 years!

With Jokowi appearing set to retain power, equity flows should improve and indications are positive for economic reforms as political uncertainty is dispelled.

As a rule, I have never been very fascinated by the Transportation Sector. This is especially true regarding airlines and air transport companies. Nevertheless, there are two airlines and two air freight carriers in the Transportation Sector that I felt comfortable featuring in this article.

On the back of 1Q19 solid earnings results and healthy economic data releases, the S&P 500 continued its remarkable move higher this week and closed at a record high (2,933) for the first time since September 2018.

Does exposure to unlisted infrastructure benefit the average portfolio?

The big energy news this week is that President Donald Trump moved to end all sanction waivers for nations that import Iranian oil. In response, Brent crude oil hit $75 per barrel for the first time in six months this past week.

Is the stock market correct in its optimism that monetary normalization is over and equities have more runway in 2019?

Emerging markets, particularly in Asia, remain one of our favored regions for several reasons including...

We all complain that so much is happening so fast these days it’s hard to keep up. The plethora of events that could have a negative impact on the financial markets is being ignored in the United States, however, and investors seem to be assuming that everything going on will somehow be resolved favorably.

Tax-free muni bonds saw $8.8 billion in inflows in the first quarter, beating U.S. equity funds and international equity funds. Investors were seeking stability as well as a strategy to counteract the changes to the tax code.

We recently sat down with Matthews Asia Portfolio Managers Teresa Kong and Satya Patel to discuss the appeal of Asia corporate bonds for bond investors seeking global diversification.

Advisor Perspectives, a leading publisher serving financial advisors and the financial advisory community, has announced its Venerated Voices™ awards for commentaries published in Q1 2019.

Recession fears resurfaced at the end of 2018 as a combination of negative data surprises, communication blunders by the Fed, slowing growth overseas, and rising trade tensions triggered a selloff in risk assets that led many in the market to fear a recession was imminent.

The proposed nominations of Stephen Moore and Herman Cain to the board of governors threaten to compromise the Fed’s strong character. Both have been major fundraisers for the president, and both have pledged to use their posts on the Board to support the White House program. They seem intent on bringing a political agenda into a forum that tries to operate without one.

Markets are caught between incoming data that point to slower global growth and forward-looking factors that suggest improvement later in the year. With the pause in U.S. Federal Reserve rate hikes, we expect modest recovery in global cycle conditions.

One of the main goals of this series of articles is to illustrate the significant differences between individual stocks, and the significant differences between different sectors. Therefore, from this perspective, I have been attempting to illustrate the “nature of the beast” for each of the sectors I have covered.

On Wednesday of next week, the world’s largest presidential election will be held. Voters in Indonesia will go to the polls to decide whether to give incumbent president Joko Widodo another five years, or elect former general Prabowo Subianto.

China’s Belt and Road Initiative – from increased commodity demand to shifting supply routes.

Historians tend to view the shift from one hegemon to another as a clear, abrupt break. But, in reality, faded hegemons tend to cling to elements of former glory. As we watch Brexit unfold, one persistent theme has emerged—much of Brexit is about unresolved issues surrounding the end of the British Empire.

With The Prosperity Paradox: How Innovation Can Lift Nations Out of Poverty, Clay Christensen strays from his familiar turf of big-business strategy and seeks to save the world. His bottom-up philosophy and contrarianism are a sharp and welcome contrast to much of the prevailing wisdom on alleviating global poverty.

Despite its name, MMT is not modern. It is the latest iteration of the idea of monetizing the debt, relying on a central bank to create demand for a country’s bonds. The Bank of Japan routinely buys all Japanese government bonds on the open market, keeping borrowing costs near zero despite a massive government debt. Japan has not imploded under this debt burden, but it has stagnated. Government intervention reduced a crisis, but did not unlock growth.

Research group Metals Focus released its Gold Focus report this week forecasting that global gold demand will climb to its highest level in four years. Plus, economist David Rosenberg shares what he thinks ballooning nonfinancial corporate debt means for investors.

The prospect of a “trade war” between the United States and China has caused some investor trepidation over the past year. But are the fears of economic fallout from this “war” warranted? And, was there ever really a war at all?

Signs of a recovery in emerging markets early this year have given way to worries about China’s economic slowdown and sluggish growth in Europe and Japan. But beyond the negative headlines we think many risks that weighed on the market last year have faded and the earnings outlook is relatively strong.

China and Asia are once again at the forefront of many investors' minds. Investors have taken notice of a potential resolution to the trade dispute with the U.S., the pause in Federal Reserve tightening and the curtailing of the U.S. dollar's rally, along with headlines suggesting China is looking to stimulate growth.

Global markets enjoyed a strong start to the year, marking a steep reversal from the downdraft that maligned the fourth quarter. Weak or decelerating growth in virtually every major economy, coupled with lingering overhangs from international trade frictions, have compelled the major central banks to adopt stimulative policies for the foreseeable future.

Northern Trust’s Economic Research team shares its monthly perspective on the growth prospects and challenges ahead for the U.S., U.K., Eurozone, China, and Japan.

IMF recently lowered its growth rate forecast for the global economy. We expect growth to command a premium as it becomes scarcer, while growth laggards will be penalised. It is therefore important to unpack IMF’s global growth forecast to determine who is growing and who is slowing.

Worried about retirement but don’t know how to start building wealth? Dollar cost averaging allows you to put a long-term plan in place and let compound interest work its magic.

China's A-shares are gaining a larger role in MSCI indices. Matthews Asia's portfolio strategy team offers its views.

While we are constructive on the prospects for emerging markets in the year ahead, we think the real potential lies in individual country and thematic opportunities.

A shift in monetary policy among central banks has boosted markets since the start of the year. How much longer could the window of opportunity last before recession risks set in?

Sound investing requires linking the myriad mega-trends and world events we’re experience into a tapestry of potential outcomes. Key trends today include the growth of globalization, aging demographics, the acceleration and adoption of technological change, and the effect of these factors on the world populace.Exploring possible outcomes can serve as a directional checklist as the future unfolds.

In Part I of this four-part series, we introduced this report and discussed the origin narratives of Modern Monetary Theory (MMT). This week, we will examine the principles and consequences of the theory. MMT begins its analysis with a focus on macroeconomic identities and flows. Assuming MMT does hold, what does it mean for policy and the economy?

Although many Health Technology Sector companies have significantly outperformed the market on a long-term basis, they have significantly underperformed the market since the beginning of 2015.

We believe short-term interest rates in the U.S. are now anchored in The New Neutral, as global growth keeps synching lower.

Sinology explains that the key to understanding China’s debt problem is that it is the result of state banks lending to state firms at the direction of the state, so there is no mark-to-market pressure.

Ten years have passed since the financial crisis and many pundits are using this arbitrary anniversary to prognosticate the next great financial calamity. This week, CLOs take their turn in the spotlight.

With a patchwork of lenders now willing to provide financing on noncommercial terms to countries in distress, “moral hazard plays” have proliferated in emerging markets.

When will prices in China and Japan become attractive?