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Asian Market Review and Outlook - July 2017

Since the start of the year, the small- and mid-cap segment has had the wind in its sails as far as investors are concerned. As it is more exposed to domestic markets, the small- and mid-cap universe is presenting a number of opportunities in Europe.

Asian markets have posted a better than expected performance in 2017, as share price returns have been supported by stronger earnings growth in technology stocks while a recovery in commodity prices benefited cyclical and industrial companies.

Positive outlook despite political risks.

The calm after the storm.

A better than expected pickup in global trade dynamics and elevated confidence levels lifted world markets higher over the first half of 2017.

The rising risk of global trade, capital and labour protectionism is an important investment topic.

Asian Stocks Extend Gains as Geopolitical Concerns Do Not Lead to “Sell in May” Correction.

Asian Stocks Extend Gains as Geopolitical Concerns Do Not Lead to “Sell in May” Correction.

The disappointing outcome for UK Prime Minister Theresa May’s Conservative Party suggests a fragile political backdrop as the British government enters negotiations about its exit from the European Union.

The beginning of a trend

Opportunities through selected regional exposure

The end of 2016 represented a period of transition for global markets and it seems that we are currently in a new paradigm, particularly in the U.S.

Global equities hit a historic high in April on the back of strong US technology earnings, resilient Chinese economic data and evidence of a cyclical recovery in the Euro area.

Country risk allocation in emerging markets investment strategies is a vital component, yet still largely underrepresented.

The economic scenario has rarely been so favourable to the credit market: the global economy is in a cyclical upturn, recessionary risks are more remote, and inflation remains contained, although still rising.