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Investment Update on the Corruption Scandal in Brazil

Accusations against President Temer do not affect our mid- and long-term investment view.

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Our Latest News & Insights

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Mexico Is Calling, but Should Investors be Wary?

Markets don’t seem to be pricing in the prospect of an unfavourable 2018 election outcome.

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French Election Results Positive for EU, Global Markets

France’s presidential election result is positive for European and global markets.

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China's Year of Stability - and A Look Ahead

We believe China's growth, though strong, remains unsustainable beyond 2017.

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