November 2014 saw a number of significant economic events in Japan. As the repercussions of what is happening in Japan are likely to have consequences in financial markets around the globe we provide here a short overview of these events and our interpretation of them.
On 21 November 2014,The PBoC took markets by surprise by announcing a cut in the 1-year benchmark lending rate and the 1-year benchmark deposit rate, while raising the deposit rate ceiling
The recent US and China climate change accord spells opportunity and risk, but should give more oomph to the UN talks towards a global climate deal in Paris.
The World Bank this week published a report on impact of climate change which suggests dramatic consequences if more is not done to slow global warming.
On the 28-29 October, the FOMC held their monthly meeting. Steven Friedman reviews the FOMC minutes.
The Great Financial Crisis has shone a light on the value of flexible portfolio management, which is capable of dynamically adjusting itself to the twists and turns of the market cycle.
Japan’s leader has called snap elections in a bid to give his Abenomics push for growth fresh momentum, but markets have greeted the gambit with caution
The start of Shanghai-Hong Kong Stock Connect, known as the through-train to equity investing in China, holds numerous opportunities for early adapters
How convertible bonds fit into an investor’s asset allocation, and the characteristics they share with straight bonds and equities.
This time around, our Charts of the Week focus on the decline in real interest rates, which have this year reached remarkably low levels. It’s a trend that naturally begs the question “why?”
The Bank of Japan stepped up to the plate and unexpectedly raised its pro-growth and pro-inflation asset buying, boosting local stocks and sapping the yen.
What is the FOMC view on the US outlook? Its concern over downside inflation risks is limited. Dollar gains and cheaper commodities allow it to be patient in raising rates
In this video, Skander Chabbi describes the convertible bond market’s growth prospects and outlook. Today it is a good time […]
The narrow re-election of President Dilma Rousseff was followed three days later by a surprise rate hike by the Brazilian central bank. Financial markets now await a clearer sense of policy direction which upcoming policy declarations and cabinet nominations should provide.
In our view, India has an equity market that, especially when compared with those of the other BRIC economies, is particularly well structured towards converting economic growth into shareholder value.
Inflation has fallen significantly in the eurozone this year, forcing the ECB to announce a series of measures to head off deflation. So far, though, there is little sign of an end to the disinflationary trend.
Scheduled for launch this quarter, Shanghai-Hong Kong Stock Connect will mark a major step in Beijing’s overall plan to accelerate renminbi and financial market liberalisation
In this video, Skander Chabbi tells us where the flows into the asset class come from, why it makes sense […]