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As the digitization of India progresses, we believe it may be the most interesting investable trend in 2020.
Following the move to negative interest rates in Europe, we believe investors should consider how they hedge against central bank uncertainty and avoid being too conservative in fixed income.
Understand where China’s economy is in its growth cycle with two key charts.
With interest rates having fallen dramatically recently, how should investors be positioning their fixed income portfolios?
The “drip stimulus” from the People’s Bank of China (PBOC) appears to be starting to take effect in the first half of the year, as we expected.