Once MSCI’s two-phase inclusion of 14 US-listed Chinese companies into its China and emerging market (EM) indices is completed […]
The current collapse in crude oil prices is unparalleled in recent history. Risks at current price levels appear to be […]
Please note that this article may contain technical language. For this reason, it is not recommended to readers without professional […]
Only one thing is certain at the beginning of this year: 2016 is a year of uncertainty! Ignoring […]
Equity markets in 2015: Greece, China, oil, central banks and volatility…Enough is enough! It is even harder than usual […]
Markets opened the New Year sharply down, occasioned by crashing Chinese equities, intervention by People’s Bank of China in the […]
2015 was an underwhelming year for emerging market equities. There was wide dispersion between the returns of individual markets, with […]
If investors were expecting a quiet week ahead of the December 16 Federal Open Market Committee (FOMC) interest rate decision, […]
Markets have continued their grind upwards over the week commencing 19 October, marking a good period for risky assets as the ECB will have wanted.
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.
An overview of the Inquire Europe and UK joint Conference in Athens on 4 to 6 October 2015.
Greece is becoming cautiously opptimistic as Alexis Tsipras eases out former Finance minister, Yannis Varoufakis, replacing him with Euclid Tsakalatos.
Will the Fed raise interest rates to signal the ‘progress in healing the trauma of the financial crisis’ that chair Yellen announced in June 2015?
Much like in America, the Canadian GDP slowed in the first quarter of 2015, yet several factors make the developments in Canada more worrisome.
This week’s chart of the week comes from the 85th annual report of the Bank for International Settlements (BIS), an […]
Much like a car crash on a road, we cannot help but take note of Greece’s dismal situation, which continues to have knock-on effects on global markets.
Over the last few quarters, the provision of liquidity by central banks and bouts of risk aversion (i.e. abrupt switches […]
Developing policies to address questions that arise in the face of population ageing is a huge challenge for governments because there is no precedent.