Market weekly – Confidence in storm-hit China should return

Market weekly – Confidence in storm-hit China...

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Talking Heads - US small caps – Reasons to be cheerful

US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large cap. Geoff Dailey, Head of US Equities, tells Daniel Morris, Chief Market Strategist, that the main driver was the artificial intelligence theme.For more insig ...  Show more

Talking Heads - Licence to roam empowers absolute return bond approach

With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it. James McAlevey, Head of Global Aggregate ...  Show more

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Robin Xing: China’s 20th Party Congress Commits to Growth
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At the recent 20th Party Congress in China, policy makers made economic growth a top priority, but what are the roadblocks that may be of concern to global investors?


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Robin Xing: Can China’s Economy Stabilize Global Growth?
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As the global economic outlook turns toward a slowdown in growth, some investors may look to China for stability, but, when they do, what will they find?


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Chetan Ahya: When Will China’s Economy Reopen?
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While China’s policy objectives strive for common prosperity, the country’s strict COVID management poses risks to employment and income, so when might Chinese policymakers start to reopen and recover?


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Seth Carpenter: China’s Impact on Global Growth
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As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.


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