13 October 2017
Markets and central banks
Market Update September 2017
Andrew CRAIG, Head of Financial Market Analysis & Publications, presents our market update for the month of September 2017: If you […]
13 October 2017
12 October 2017
Markets and central banks
September FOMC minutes: clearing the decks for a hike in December
Here is how we read the minutes of the policy-setting meeting of the US Federal Open Markets Committee (FOMC) held […]
10 October 2017
Investing
Productivity gains: the hidden benefit of Japan’s aging population
It’s been a topsy-turvy year so far for Japanese Prime Minister Shinzo Abe and his cabinet. A number of political […]
09 October 2017
Markets and central banks
The public markets and European residential real estate
Rapid demographic change, the desire to live in city centres, the rising cost of housing together with an inexorably changing […]
07 October 2017
Markets and central banks
Brexit: the story so far
Over a year has gone by since the UK voted to leave the European Union (EU) and in around 18 […]
06 October 2017
Markets and central banks
Equity market trends in September 2017
A bright ending to the summer in equity markets In September, global equity markets notched up their eleventh consecutive month […]
05 October 2017
Investing
Edgar Lawrence Smith: the equity (risk) premium
The history of modern day asset management arguably begins with the finding that bonds are actually not the only way […]
04 October 2017
Investing
Palm oil: a controversial product
While palm oil producing plantations are not the sole cause of deforestation, they are a good place to start when […]
03 October 2017
Investing
Delivering on sustainability: a licence to do business in the 21st century*
Amid a growing chorus of stakeholders keen on sustainability – ranging from investors to increasingly environmentally and socially aware consumers […]
02 October 2017
Investing
ESG in the age of cybersecurity
Cybersecurity has rapidly become a testing tech issue as attacks threaten to bring social chaos and disruption to computers and […]
29 September 2017
Markets and central banks
Rate rises from the BoE? One, at the most two and they’ll be done!
The Bank of England (BoE) caught most market participants off guard when, after the meeting of its Monetary Policy Committee […]
28 September 2017
Markets and central banks
Yes, Europe is indeed back
Whatever the language, you probably got the message. We won’t have to repeat it in the European Union’s 24 official […]
27 September 2017
Investing
Renminbi rally stalls, momentarily?
The renminbi rallied strongly after my call on 22 May 2017 for it to strengthen. Its rapid appreciation may have […]
26 September 2017
Investing
European equities gather steam
A number of global equity indices have reached historic highs in recent months and while European equities have not done […]
22 September 2017
Markets and central banks
Financial markets skip to a happier beat
Financial markets kept calm and carried on over the summer, not knowing quite what to make of the many ‘known […]
21 September 2017
Investing
Smart beta without the beta
Absolute return is seen as the holy grail of asset management: pure performance without market risk. Theoretically, any source of […]
20 September 2017
Investing
Standing by for the Federal Open Market Committee
Florida dodged a bullet as the worst fears over hurricane Irma were fortunately not realized. Market attention is now turning […]
19 September 2017
Markets and central banks
EMU stocks underperforming US stocks so far in 2017 – blame it on the USD!
With less than four months to go in 2017, returns of eurozone equities are failing to live up to the […]
