02 March 2016
Markets and central banks
Market sentiment pulls away from the brink as fear factors subside
Market sentiment hit a renewed low in the second week of February 2016, matching the extreme bearishness in mid-January 2016. […]
02 March 2016
01 March 2016
Markets and central banks
Latest developments update – China opens up onshore bond market to foreign investors
Despite signs of the People’s Bank of China (PBoC) slowing down the process of capital account liberalisation (as I argued […]
26 February 2016
Markets and central banks
Outlook for US monetary policy – February 2016
Just two months after starting a policy tightening cycle in December, the Federal Open Market Committee (FOMC) finds itself in […]
26 February 2016
Investing
Prudence paid with a low-volatility strategy in January 2016 (and not just because the market fell)
Equity low-volatility strategies have largely outperformed* their market capitalisation benchmarks in the turbulent times for stock markets since the start […]
24 February 2016
Markets and central banks
The next big thing in central banking
Investors are starting to question whether central banks are out of monetary ammunition. They are increasingly sceptical that another round […]
19 February 2016
Markets and central banks
January 2016 FOMC minutes: uncertainty takes center stage
The January 2016 FOMC minutes portray a Committee wrestling with a more uncertain economic and policy outlook due to tighter […]
18 February 2016
Markets and central banks
Financial market outlook: emerging markets are the swing factor
Dismal risk asset performance in recent weeks has some investors questioning whether weakening global growth expectations warrant lower asset prices […]
17 February 2016
Investing
Big data leading to big changes in asset management
Uber has become one symbol of the way new technologies can rapidly transform a long established business, creating simultaneously chaos […]
16 February 2016
Uncategorized
Oilmageddon: Investors’ Corner’s buzzword for January 2016
In 2016, we intend (yes, it’s another New Year’s resolution) to identify each month a ‘buzzword’ that reflects a […]
16 February 2016
Markets and central banks
Financial markets slide on the wall of worry
The battalions assailing financial markets in 2016 have received reinforcements over the last few weeks. To the concerns about the […]
11 February 2016
Markets and central banks
A brutal start to 2016 in financial markets
This article on the recent turmoil in financial markets was written on 5 February 2016 in New York City. […]
11 February 2016
Markets and central banks
The opening weeks of 2016 in financial markets: harbinger or hiccup?
This article was written on 20/01/2016. The steep fall in global markets since the start of 2016 has come […]
10 February 2016
Markets and central banks
Reshaped MSCI China index better mirrors ‘new economy’
Once MSCI’s two-phase inclusion of 14 US-listed Chinese companies into its China and emerging market (EM) indices is completed […]
09 February 2016
Insights on market events
Crude oil market outlook: lower for longer
The current collapse in crude oil prices is unparalleled in recent history. Risks at current price levels appear to be […]
04 February 2016
Markets and central banks
Outlook for fed funds rate – markets now only expect one hike in 2016
After a volatile start to 2016 for global financial markets, the focus for the last week of January was on […]
03 February 2016
Investing
Saving for retirement: investing beyond our life expectancy
A report published by the French equivalent of the UK’s Central Advisory Committee on Pensions and Compensation notes […]
03 February 2016
Markets and central banks
Bank of Japan surprises with move to negative interest rates
The Bank of Japan (BoJ) surprised financial markets on 28 January 2016 by announcing the imposition of negative interest rates. […]
02 February 2016
Investing
Waste management: when Joe Public gets involved
Away from the media frenzy surrounding headline international events such as the COP21 global warming conference, the rise of new […]
