Global Strategy

The Coronavirus continues to dominate the narrative with the lockdowns imposed by governments leading to a dramatic decline in activity.…

Amidst the current volatility in markets, it needs to be remembered that stimulating economic activity is directly at odds with…

It is my view that cutting interest rates is not appropriate for fighting an epidemic. But, unsurprisingly, this has not…

The Coronavirus has continued to drive market sentiment with the S&P500 testing its late 2018 low last Thursday (see following…

The coronavirus newsflow continues. But the focus of concern has switched dramatically from Asia to Western Europe and North America.…

Find out what the best way to play the market now with the effect of the Coronavirus.

The coronavirus continues to dominate the headlines for understandable reasons. It is increasingly clear that new cases in China have…

In Europe it is no secret that Germany’s economy was weak last year given the country’s gearing to exports; though…

Christopher Wood writes about Taiwan's growing economy as a result of onshoring and the continued challenges China is facing in…

With the Coronavirus pandemic affecting more people each day, that fear has hit Chinese stocks, making now a good time…