Mary Manning

2017 was characterized by a marked deterioration in relations between the United States and North Korea. Kim Jong Un launched at least 20 missiles last year with each test showing improved range and technical capabilities. In response, the UN Security Council unanimously adopted US-drafted economic sanctions against North Korea and... Show More

Peter Wilmshurst

This year MSCI said it plans to add 222 mainland Chinese A-shares to their index. This heralds a further emergence of China (and more broadly Asia) as a signficant market to look out for. We see a range of opportunities in Chinese ports, telecom and select consumer companies. In Japan... Show More

Jordan Eliseo

Gold has been getting a lot of good press lately, with the escalation of tensions on the Korean peninsula seeing the yellow metal push back toward USD $1290oz, whilst in local currency terms we are back above AUD $1630oz. Show More