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Mark J Hamilton

Mark J Hamilton - Senior Graphic Designer

Blog 1 min read

Chart Room: Government debt climbs to spooky heights

In this special Halloween edition Chart Room (part 1 of 2), we look at the frightening levels of government debt around the world.

Anthony Doyle + 2 others | 22 October 2020

Blog 1 min read

Chart room: European cyclicals vulnerable if manufacturing data moderates

Any moderation in the growth of new manufacturing orders could make cyclicals vulnerable to a de-rating.

Natalie Briggs + 2 others | 8 October 2020

Blog 1 min read

Chart Room: Is disinflation lurking around the corner?

In a bullish signal, the bond market’s short-term expectations for US inflation are back near pre-crisis levels. But are investors being overly optimistic?

George Efstathopoulos + 3 others | 24 September 2020

Blog 2 min read

Chart Room: Why some tech valuations may be lower than you think

A closer look at longer-term valuations reveals some surprising trends in tech.

Jon Guinness + 3 others | 17 September 2020

Blog 2 min read

Chart Room: Emerging market currencies lag on inflation risks

EM countries are using some of the same monetary and fiscal measures as developed markets. But this could add to rising inflation and currency weakness.

George Efstathopoulos + 3 others | 10 September 2020

Blog 2 min read

Chart Room: The resilience of China’s onshore stocks

China’s onshore stocks (A-shares) have outperformed their Hong Kong and overseas listed counterparts, but their valuations are relatively undemanding.

George Efstathopoulos + 3 others | 27 August 2020

Blog 1 min read

Chart Room: A new record high for US stocks, but mind the lopsided valuations

The average European bank capital ratio has never been stronger. This has led to a stark contrast in returns across bank capital structures.

Stuart Rumble + 2 others | 20 August 2020

Blog 2 min read

Chart Room: US debt delinquencies drop, but recession looms as unemployment surges

Household debt forbearance measures have given a temporary boost to borrowers in the US. But as unemployment surges, more supportive measures will be needed.

Amit Lodha + 3 others | 13 August 2020

Blog 1 min read

Chart Room: European banks’ CoCo bonds soar while equities slump

The average European bank capital ratio has never been stronger. This has led to a stark contrast in returns across bank capital structures.

Stuart Rumble + 3 others | 6 August 2020

Blog 1 min read

Chart Room: Robots on the rise in a post-Covid world

We think factory automation will accelerate further in a post-Covid world, as machines don’t get sick and can work continuously excluding maintenance.

Takashi Maruyama + 3 others | 22 July 2020

Blog 1 min read

Chart Room: Why China government bonds have underperformed other markets

China government bond yields are diverging from other major government bond markets.

George Efstathopoulos + 3 others | 15 July 2020

Blog 1 min read

Chart Room: Chinese consumers’ growing preference for local brands

The Covid-19 experience is spurring changes in behavior among Chinese consumers. Among these is a growing preference for domestic brands over foreign ones.

Hyomi Jie + 2 others | 9 July 2020

Blog 1 min read

Chart Room: Asian equities diverge, creating opportunities

The difference in performance between equity markets in East Asia and South Asia (India, ASEAN nations) is the largest in nearly 15 years.

Stuart Rumble + 2 others | 2 July 2020

Blog 1 min read

Chart room: US employment may have begun to recover, but there’s a long way to go

Employment has plunged to a deeper trough in 2020 than in previous recessions

Toby Gibb + 1 other | 25 June 2020

Blog 2 min read

Chart room: Despite a recent rally, high yield bonds still look cheap

For US high yield, valuations look historically cheap on a relative basis - especially when compared to equities.

Stuart Rumble + 2 others | 18 June 2020

Blog 1 min read

Chart room: Another false dawn for value stocks?

Over the past decade, previous periods of value outperformance have been short-lived. Will this time be different?

Stuart Rumble + 3 others | 11 June 2020

Blog 1 min read

Chart Room: QE expectations vs. reality, market moves

Market expectations of future asset purchases by the Fed have an even greater influence than the purchases themselves.

Stuart Rumble + 2 others | 4 June 2020

Blog 1 min read

Chart Room: Beware the narrowing market

Equity market performance is now at its narrowest since the 2008 Financial Crisis, with the rally riding on a dwindling number of large-cap growth stocks.

Stuart Rumble + 2 others | 21 May 2020

Blog 1 min read

Chart Room: Mind the valuations

After recent rebounds in stocks and bonds, we take a quick look at valuations and how they stack up against history.

Stuart Rumble + 2 others | 14 May 2020

Blog 1 min read

Chart Room: What in the world is going on with gold?

The correlation between gold and equities has increased to an 18-month high, calling into question the metal’s usual benefit as a porfolio diversifier.

Joseph Zhang + 2 others | 7 May 2020

Blog 1 min read

Chart Room: More policy easing supports China bonds

This week’s Chart Room shows how ample liquidity is helping China’s onshore bond markets navigate around global volatility.

Stuart Rumble + 2 others | 29 April 2020

Blog 1 min read

Chart room: Beauty of big tech stocks is in the eye of the beholder

Our latest Chart Room takes a comparative look at the long run up in the Nasdaq 100 index.

Amit Lodha + 2 others | 23 April 2020

Blog 1 min read

Chart Room: Fidelity analysts expect longer disruptions from Covid-19

Chart Room: Fidelity analysts expect longer disruptions from Covid-19

George Watson + 2 others | 16 April 2020

Blog 1 min read

Edith Chan + 2 others | 2 April 2020

Blog 1 min read

Chart room: The dash for dollars

Currency basis swap rates reflect dollar liquidity squeeze.

Stuart Rumble + 2 others | 27 March 2020

In 14 charts: China's unprecedented growth

China's unprecedented economic change in manufacturing and services has seen the country leapfrog its rivals in areas such as transport and mobile payments.

Bob Chen + 2 others | 16 September 2019

In charts: How demographic change is driving demand for income

Ageing populations and a growing class of wealthy baby boomers are expected to continue driving demand for income.

Raji Menon + 2 others | 4 July 2019

In nine charts: the world in 2029

The next decade provides new opportunities for travel and tech businesses, but also challenges in the form of increased risks to the environment.

Bob Chen + 1 other | 14 January 2019

Infographic 1 min read

In five charts: the demographic trends changing the world

A compelling look at the demographic changes shaping our world.

Raji Menon + 1 other | 30 October 2018

Infographic 1 min read

The spectacular rise of Asia in 12 charts

Charting the shifting balance of economic power from the West to the East.

Raji Menon + 1 other | 6 July 2018

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