Over the last few quarters, the provision of liquidity by central banks and bouts of risk aversion (i.e. abrupt switches […]
President of the ECB, Mario Draghi, urges markets to ‘get used to periods of increased volatility’ following data posted suggesting economic recovery.
The statement published after the Federal Open Market Committee (FOMC) meeting on 17 June 2015 was largely in line with […]
What a difference a few weeks make. Since mid-May, much of the concern over the loss of momentum in the […]
Due to 3 years of drought in California, water conservation measures have been introduced to reduce water usage, causing problems to the agriculture sector.
After the MSCI’s Market Classification Review, China A-shares are expected to be included in its global indices once some key issues have been resolved.
In the first week of June, volatility in European and US sovereign debt markets picked up again after a two-week […]
Active management leaves a unique fingerprint on portfolio returns. The return contribution of security selection and market timing – commonly […]
The idea that outperformance comes more easily to a fund manager managing portfolios with a larger Active Share is in […]
Interest rates in Europe fell dramatically until the middle of April 2015 driven, in part, by the European Central Bank’s […]
Pesticides and fertilizers hazardous for humans? We live in a world in which man-made chemicals have become a part of […]
Developing policies to address questions that arise in the face of population ageing is a huge challenge for governments because there is no precedent.
After the success of the Shanghai-Hong Kong Stock Connect, the new Shenzhen-Hong Kong Stock Connect will complete the creation of a “single china” market.
Multi-asset funds are seeing more and more interest from a wide variety of investor types, including individuals, private banks and […]
The ECB’s bond purchases could lead to a scarity of government bonds. Sovereign issuance in the eurozone was strong early this year but it will shrink.
Recent regulations have led toward higher credit differentiation between LGFVs. Still, clearer solutions are needed to provide clarity for investors.
If investors now view Bunds as more fairly priced, what could prompt a return of the euro parity trade in currency markets?
With the ‘big five’ European football leagues cumulating a revenue of almost EUR 10 billion, investors are putting more importance on socially responsible matters.