China’s January total new credit (aggregate financing, flow data) reached a record high of RMB4.64trn ($690bn). Our China’s Credit Impulse Indicator finally turned around for the first time in 14 months. Does this signal a return of China’s aggressive reflation policy?
Our Independent Asset Manager (IAM) team is a key focus area of our banking activities.
Funds Magazine (02.2019) - “Generally, European convertibles have become highly defensive. The risks in investing in this asset class are therefore limited, as economic growth is still relatively solid and the outlook is decent for companies.”