In our 2015 outlook, further divergence in emerging market growth is a major theme. We believe that the existing divergence […]
Mr Draghi is canny, very canny as they’d say in Scotland! On 22 January, he managed to surprise investors with […]
January 2015 has seen the eurozone bond market rally to historical lows across all maturities. Abundant global liquidity, mainly from […]
2014 was a year of recovery for Indian equities. Boosted by improving fundamentals, decisive general election results and reaccelerating growth, […]
In early January President Obama announced a 50 basis point reduction in the mortgage insurance premium (MIP) charged on FHA […]
BoE Governor Mark Carney, “We have a very low inflation environment right now, largely caused by commodity prices and an ability to look through that”
Water lost to leakage in water systems It is difficult to imagine that access to water can become a major […]
On 22 January, the president of the ECB, known in some quarters as Super Mario (Draghi), announced a major expansion […]
The ECB’s decision on 22 January 2015 to launch quantitative easing sends a strong signal on the strength of its […]
Index provider MSCI will start including foreign-listed companies in both the MSCI Global indices and MSCI Country indices from November […]
Demand is increasing for investment solutions with a clear view of the outcome at retirement. Here we propose solutions designed to meet three types of desired outcome at retirement: accruing capital for a project, buying an annuity and ensuring a decent income stream.
Falling oil prices are doing a power of good in helping narrow Ankara’s current account deficit, a notorious economic weak […]
On 15 January, the Reserve Bank of India (RBI), led by Raguram Rajan, reduced its key policy rate by 25bp, marking the first rate cut in almost two years.
China’s 2014 GDP growth of 7.4% only just missed the official target (of 7.5%). While CPI inflation in China in […]
Overall, the minutes of the December meeting of the Federal Open Market Committee (FOMC) portray a Committee that remains quite […]
As 2015 starts, it looks like the issues that defined 2014 will dominate the New Year as well: oil prices continue to fall and the euro faces more pressure.
Greater transparency and more shareholder involvement are at the core of the European Commission’s proposed amendments to the Shareholder Rights Directive
Inevitable measures to limit climate change will increasingly spell ‘carbon risk’ for investors; billions of dollars have already been wasted