This Update discusses how we think Taiwan’s election this weekend – which could be another flashpoint in Taiwan-China relations – might affect global equity markets, in aggregate and across some key...

Although bonds and equities have started the year on the back foot, which may continue in the near term, we think they’ll fare better over the year as a whole. We project especially large gains for...

While equities in China might make up some lost ground over the next few months relative to those in India, we suspect they’ll underperform over the longer term. In view of the wider interest, we are...

We think the 10-year Japanese government bond (JGB) yield will rise over 2024 as the Bank of Japan (BoJ) lifts its policy rate early next year and constraints on the JGB market ease. And while that...