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 […]
22 September 2017
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 […]
11 September 2017
Investing
Disruptive technology – tearing up the US retail landscape (at a store near you)
We believe recent M&A activity indicating the first major combinations of traditional bricks-and-mortar retailers with major online retailers in the […]
06 September 2017
Markets and central banks
Overview of what happened in equity markets in August 2017
Geopolitics came into play in August Financial markets clearly tracked the deterioration in the geopolitical and political climate in August. […]
31 August 2017
Markets and central banks
Thoughts on the economic fallout from tropical storm Harvey
Given the size and geography of the US, it is vulnerable to extreme climatic events including snowstorms, intense drought and, […]
30 August 2017
Markets and central banks
A weakening bias for the US dollar well into 2018
The US Dollar Index (USDX, DXY), made up of only G-10 currencies, has been weakening in fits and starts since […]
22 August 2017
Markets and central banks
Mid-August financial market wrap – US economic growth set to continue
The much anticipated, late-August calm in financial markets has taken a backseat amidst rising geopolitical concerns, increased uneasiness in response […]
21 August 2017
Thought leadership and the outlook
Second-quarter GDP growth in the developed economies: mostly good news
The summer is a good time to review the recent quarterly data for economic growth published in the leading developed economies. […]
09 August 2017
Markets and central banks
Equity market trends in July 2017
Equities continued to rally in July The MSCI AC World index rose by 2.7% in US dollar terms in July, […]
08 August 2017
Markets and central banks
US dollar – set to fall further or ready for a rebound?
The International Monetary Fund (IMF) recently released its updated global economic forecasts, contending that ‘the recovery in global growth is […]
04 August 2017
Markets and central banks
It is what happened after China’s Financial Work Conference that matters more
As the five-yearly National Financial Work Conference ended on 15 July 2017 and many observers focused on the announcements on […]
02 August 2017
Markets and central banks
Crude oil: starting to rebound?
Crude oil prices had a positive week (10/07/2017 – 16/07/2017) with supportive inventory figures on the back of sustained demand […]
07 July 2017
Markets and central banks
Equity market trends in June 2017
Modest gains in June Equities generated modest gains in June, with the MSCI AC World (in US dollar terms) up […]
29 June 2017
Markets and central banks
Oil prices and the irresistible pull of supply
Crude oil prices fell close to 4% during the week that began 19/06/17 (see Exhibit 1 below) negatively impacting valuations […]
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. […]
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 […]
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 […]
02 June 2017
Markets and central banks
Risk, risk everywhere but not a drop of volatility
In a world of tumultuous, transformative politics, globally sloshing waves of central bank liquidity, rising policy rates and worrisome equity […]
