21 July 2017
Overview At their monetary policy meeting in Frankfurt on 20/07/17 the European Central Bank’s (ECB) Governing Council announced that : […]
19 July 2017
China’s onshore bond yields have risen sharply since late 2016 when bond prices started dropping due to inflation fears fuelled […]
18 July 2017
In the wake of the US presidential elections, the prospect of tax cuts, deregulation of the financial sector and infrastructure […]
18 July 2017
Looking at leading indicators and the eurozone economic outlook, the scene is set for strong growth, in our views. Taken […]
18 July 2017
In the immediate future, we do not necessarily see any risks arising from the current, very slow pace that central […]
18 July 2017
Trumponomics in 2016 gives way to Trumpidation in 2017 The key worry for many in the markets following Donald Trump’s […]
18 July 2017
Volatility of US equities is at historic lows The one thing we can say with certainty is that whenever the […]
18 July 2017
Lessons to be learnt from the performance of Japan’s financial markets There are many reasons for the disappointing performance of […]
18 July 2017
Did you know that the technology sector now represents 25.6% of the MSCI emerging market equity index (relative to 23.2% […]
18 July 2017
Which assets stand to benefit? The conundrum continuing to face investors is that valuations for most asset classes remain high […]
18 July 2017
In one aspect, Japan is somewhat comparable to the US: conditions in the labour market are tight, but wages are […]
11 July 2017
Our recent trip to the sunny Balkans investigated a number of countries which, although neighbours to each other, have their […]
10 July 2017
The social economy is a growing segment within the broader economy. It is made up of cooperatives, mutual societies, non-profit […]
07 July 2017
Modest gains in June Equities generated modest gains in June, with the MSCI AC World (in US dollar terms) up […]
06 July 2017
Emerging market (EM) equities have been one of the strongest-performing asset classes so far this year, with total returns of […]
05 July 2017
The gap between the US Federal Reserve’s (Fed’s) projection for its policy rate at the end of 2019 and what […]
03 July 2017
China launches the Bond Connect scheme on 3 July 2017, two weeks after MSCI announced that it would add 222 […]
29 June 2017
Crude oil prices fell close to 4% during the week that began 19/06/17 (see Exhibit 1 below) negatively impacting valuations […]
