04 November 2015
Investing
6.53% is the new figure for China
China targets a minimum annual GDP growth rate of 6.53% in the next five years, and announces the abolition of the one-child policy to improve demographics.
04 November 2015
02 November 2015
Investing
Oslo says “no” to cars
Environmental sector companies should benefit from Oslo’s new council commitment to ban cars from the city centre and the plan to achieve carbon neutrality.
30 October 2015
Markets and central banks
Sugar, sugar
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.
30 October 2015
Thought leadership and the outlook
Bye-bye “Smart Beta”. Hello “Factor Investing”
Raul Leote de Carvalho explains how smart beta strategies are on the way out, proposing a three-step approach to factor investing as the way forward.
27 October 2015
Investing
A possible boost to consumption in India – 7th central pay commission
The 7th central pay commission, expected to report later this year, hopes to impact government spending, the fiscal deficit and boost consumption in India.
23 October 2015
Markets and central banks
Weak inflation and uneven growth
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.
22 October 2015
Investing
The return of domestic investors: providing secular support to the Indian equity market
From FY 2010 to FY 2014, forgeign portfolio investors purchased close to USD 90 billion in the Indian equity market, which provided it with steady support.
21 October 2015
Thought leadership and the outlook
What’s hot: 25th anniversary seminar of Inquire Europe
An overview of the Inquire Europe and UK joint Conference in Athens on 4 to 6 October 2015.
20 October 2015
Investing
Greening the urban crush: electric car innovators
Unstoppable worldwide urban expansion means increasingly costly traffic congestion, though this could be mitigated by the growing electric car revolution.
16 October 2015
Markets and central banks
The Fed – bamboozled by the ambiguity
Minutes of the 16-17 September FOMC meeting, published on 8 October, showed a Committee struggling to deal with the ambiguity of recent US economic data.
16 October 2015
Investing
The retirement savings paradox in France
The following article is based on the results of a survey undertaken by BNPP IP and the CICERO Group about the savings priorities of French people.
12 October 2015
Markets and central banks
Is 150k per month the new 200k per month for US non-farm payrolls?
Recent surveys revealed that monthly jobs growth has averaged under 150 000 over the past 2 months, down from 200 000 in the first half of the year.
09 October 2015
Investing
An index solution for a ‘low carbon’ portfolio
Reducing carbon footprint of portfolios has become increasingly important as institutional investors look to comply with environmental and social criteria.
08 October 2015
Investing
Not to be tarred with the EM brush: Asian bonds outlook 2015
Investors in Asian bonds look set to benefit from the significant progress made in Asian economies, and more specifically bond market growth.
06 October 2015
Investing
Climate change – facing up to the challenges
Erik Orsenna writes about the challenges and opportunities for climate change at the COP 21 summit in Paris later this year.
02 October 2015
Markets and central banks
Thinking aloud, about the future of money and monetary policy
The Bank of England’s chief economist Andy Haldane thinks aloud about money and the future of monetary policy.
01 October 2015
Investing
Reserve Bank of India ‘front-loads’ a rate cut to accelerate economic recovery
The RBI seems to have taken advantage of a favourable inflation outlook to ‘front-load’ its recent rate cut to help accelerate economic recovery in India.
30 September 2015
Markets and central banks
Greece on the mend
Greece is becoming cautiously opptimistic as Alexis Tsipras eases out former Finance minister, Yannis Varoufakis, replacing him with Euclid Tsakalatos.
