After a volatile start to 2016 for global financial markets, the focus for the last week of January was on […]
The Bank of Japan (BoJ) surprised financial markets on 28 January 2016 by announcing the imposition of negative interest rates. […]
Only one thing is certain at the beginning of this year: 2016 is a year of uncertainty! Ignoring any potential […]
Perspectives for economic growth in 2016: a mixed bag… In 2015 economic growth extended the weak and halting trend in […]
2015 was an underwhelming year for emerging market equities. There was wide dispersion between the returns of individual markets, with […]
There are major challenges that could impinge upon the quality of future human development as well as social development. By […]
If investors were expecting a quiet week ahead of the December 16 Federal Open Market Committee (FOMC) interest rate decision, […]
The ECB proposed several measures to support the eurozone economy and bring inflation closer to its target at the 3 December meeting.
The October FOMC minutes seem to suggest a higher level of confidence to start policy normalisation in December, despite certain earlier data weaknesses.
CPI prints for Germany, the UK and the US have all told a similar story: headline inflation is neutral to falling, while core inflation is rising modestly.
Investors in Asian bonds look set to benefit from the significant progress made in Asian economies, and more specifically bond market growth.
Anxiously watched by markets, the decision was taken by the Fed not to hike rates at the September FOMC meeting, despite recent economic improvements.
The low inflation environment looks set to stay as the ECB targets the ambitious goal of maintaining rates below but as close to 2% as possible.
Difficulties in China have intensified the sell-off in emerging market equities, leading to volatility and even stronger currencies depreciating quickly.
Much like in America, the Canadian GDP slowed in the first quarter of 2015, yet several factors make the developments in Canada more worrisome.
Since ECB president, Draghi’s ‘bumble bee’ speech, we have seen the return of volatility and can expect a tightening of ECB committment to the euro.
Having updated our investment outlook for the second half, we are now neutral on equities, long on high-yield corporate bonds and short the euro.
As monetary policies and and margin trading concerns fade, investors should be reassured that China A-shares look to continue their steady surge forward.