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Podcast
40 min listen
Rich Pickings podcast: What the lessons of 2023 can teach investors for the year ahead
From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers.
Article
3 min read
Proxy plays on China’s consumer rebound are all the rage in Paris
Luxury companies have been among the biggest beneficiaries of China’s bounce and are delivering investors exposure without putting money in Chinese companies.
Article
3 min read
Inflation’s bite won’t spoil China’s recovery
Spiralling prices were a headache for much of the world in 2022, and some are asking if it’s China’s turn.
Blog
2 min read
Chart Room: China takes own path in a tightening world
China is bucking the trend towards higher interest rates, and the resulting yield divergence has huge implications for bond investors and currency markets.
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