China is making good RI progress, despite its contradictions

Asia Quarterly Bulletin Winter 2020 banner

China is a double-edged sword: it is the world-leading renewables developer, installing more than double the gigawatt capacity of its nearest competitor over the past decade both in terms of wind and solar power, but at the same time it has seen the highest coal capacity additions over the same period – nearly quadruple that seen in India.

Sustainable aviation fuel is ready for take-off

The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?

Fund manager interview: maintaining a global focus

With economies looking towards a post-Covid world and concerns around inflation growing, we talk to the manager of the Global Focus strategy about what 2021 might have in store

Covid-19 index: when might life return to ‘normal’?

people on shopping street

With every country attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as well as other measures of ‘normality’ such as entertainment and leisure, high street shopping, and schools reopening.

Developing capital markets make China an exciting option

china-crowd-people-night

With Chinese New Year celebrations getting underway and 2021 being the Year of the Ox – a symbol of strength and determination – we look at the prospects for Chinese equities

Discover our market outlook for 2021

Our investment experts share their views on markets for 2021. Click below to access all our viewpoints.

A bizarre year of win-lose outcomes in Asia Pacific ex Japan

Much of the region recovered quite quickly following the pandemic, while domestic China developments and the prospect of a new US administration mean 2021 could potentially deliver more win-win outcomes.

Style rotation towards value is a temporary phenomenon

Global

William Davies, Chief Investment Officer for EMEA and Global Head of Equities, discusses the recent style moves within markets

CIO EMEA outlook 2021 – knowns and unknowns after a tumultuous year

We see three themes dominating 2021: the development
of a Covid-19 vaccine; the political make-up of the US
following the November election; and Brexit.

What the US election means for markets… and what it doesn’t!

The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.