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Takashi Maruyama
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

George Efstathopoulos
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

Hyomi Jie
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

Stuart Rumble
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

Stuart Rumble
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

Stuart Rumble
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

Stuart Rumble
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

Joseph Zhang
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

Stuart Rumble
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

Amit Lodha
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

George Watson
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

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