There Is No Alternative to Taking Risk
Global CIO Andreas Utermann presents the key takeaways from our fall 2013 Investment Forum: because financial repression is continuing and central banks are willingly staying “behind the curve,” risk assets are the only real choice for investors.
Domestic Consumption Is Powering China’s Transformation
Raymond Chan, CIO Equity Asia Pacific, says China’s biggest growth driver will continue to be consumers, not exports. A strong RMB and a reform-minded government should help this transition; watch for November news to jump-start the markets.