Our latest market views

We introduce a new investment theme: patient policymakers, and highlight China’s pivotal role in the global economy, markets and geopolitics.

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Fixed Income Strategy

Read about our latest fixed income themes and views

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Fixed Income Strategy

Read about our latest fixed income themes and views

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Our latest market views
We identify three new market themes for the new year, debate risks such as recession fears, and refresh our asset class views.
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