23 June 2017
Investing
Fed balance sheet runoff and the outlook for MBS
Please note that this document may contain technical language. For this reason, it is not recommended for readers without professional […]
23 June 2017
22 June 2017
Investing
MSCI announces inclusion of China A-shares in emerging market indices
On 20 June 2017, the index provider MSCI announced that China A-shares would be added to the flagship MSCI emerging […]
20 June 2017
Markets and central banks
Are central banks getting ahead of themselves?
Please note that this document may contain technical language. For this reason, it is not recommended for readers without professional […]
19 June 2017
Investing
Normalising monetary policy – where should the neutral policy rate be?
Since the Lehman crisis in 2008, most OECD countries have been through a prolonged period of exceptionally low interest rates, accompanied […]
18 June 2017
Investing
PBoC introduces a ‘counter-cyclical’ factor in fixing of the renminbi
The renminbi has appreciated against the US dollar by more than 1% since late May, which was when the People’s Bank […]
17 June 2017
Investing
MBS headlines – what do they mean and how should investors respond?
Please note that this article can contain technical language. For this reason, it is not recommended to readers without professional […]
16 June 2017
Markets and central banks
Risk assets impervious to political noise… A.K.A. ignorance is bliss!
It has been an eventful period for markets with news from the European Central Bank (ECB) and the UK election. […]
15 June 2017
Investing
US climate policy – exiting the Paris accord risks a two-speed economy
On 1 June, the new US administration unsurprisingly announced its intention to withdraw from the historic Paris Climate Agreement. Due […]
15 June 2017
Markets and central banks
No lack of confidence in the inflation outlook at the US Federal Reserve
The Federal Open Market Committee (FOMC) shrugged off a third consecutive weak print for the core consumer price index (CPI) […]
14 June 2017
Markets and central banks
Central banks edge slowly towards the (QE) exit (despite lowflation)
As expected, the European Central Bank (ECB) left its policy rates and its asset purchase programme unchanged at its meeting in […]
13 June 2017
Thought leadership and the outlook
What’s hot: finance in the 21st century
Please note that this article can contain technical language. For this reason, it is not recommended to readers without professional […]
12 June 2017
Investing
China’s foreign exchange policy and the outlook for the renminbi
Since 2014, the People’s Bank of China (PBoC) has pursued a renminbi policy that targets a stable trade-weighted exchange rate […]
09 June 2017
Markets and central banks
UK general election produces a hung parliament
On 18 April Theresa May unexpectedly called a snap general election with the intention of gaining an enhanced majority. At […]
08 June 2017
Investing
Brazil: President Temer and the future of his government’s reforms
Less than nine months after former Brazilian President Dilma Rousseff was impeached for budget manipulation, the interim president who replaced […]
07 June 2017
Markets and central banks
Developments in financial markets in May 2017
Equity markets extended their rally in May Not only did the old market saying (which, by the way, is a […]
06 June 2017
Investing
Are European stocks starting to fulfill their potential?
Towards the end of 2016, when investors were contemplating the political and economic outlook for the following year, most anticipated […]
03 June 2017
Investing
Innovations could stop the world drowning in a sea of plastic waste
Worldwide production of plastics has more than tripled since 1990, reaching 331 million tonnes in 2014 and projected to more […]
02 June 2017
Investing
Preserving our forests: a crucial sustainable development aim
In 2014, a year before the Paris agreement, governments, businesses and civil society made a commitment to protect our forests […]
