Opinion Review of the chinese economy at the end of the summer of 2019
The monthly data published at the start of the second quarter are fairly mixed and show no tangible signs of growth momentum improving in China. The GDP published for the second quarter has recently confirmed this sentiment. The slowdown at work since the start of the decade (...)
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Opinion Total Return Futures set for further growth as buy-side adoption increases
Eurex launched Total Return Futures (TRFs) in 2016 in response to growing demand for listed alternatives to total return swaps. Since then, the product has evolved into an instrument used by a wide variety of firms for multiple purposes, enabling firms to lock in financing (...)
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Opinion Silver squeeze: What’s behind the surge in silver?
Silver is in the spotlight this week, after the popular r/WallStreetBets community on Reddit highlighted the fundamental value in acquiring silver at current levels. The online posting was the catalyst for increased retail flows and awareness. Last Thursday 28 January, the (...)
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Opinion Central Banks : the global financial system trashcans ?
Institutionalized monetization condemns central banks to become the international financial system trashcans and, despite German opposition, it is likely to be the same for the ECB.
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Opinion Investors Cannot Ignore the Debt-Sustainability Question
Despite a pullback in bond yields, clients at our Solving for 2024 event were still uncertain about how to invest in a world of runaway government debt.
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Opinion Financial correlations and loss of common sense
Isn’t correlation in finance charlatanry? We analyze this question through 4 situations that have been observed on financial markets with final investors, asset managers and proprietary traders.
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Opinion Time for crypto investors to look beyond bitcoin for returns
New analysis by London-based Nickel Digital Asset Management (Nickel), Europe’s award-winning, regulated digital assets hedge fund manager is highlighting the need for crypto investors to start to look beyond Bitcoin for potential (...)
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Opinion Despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the roof
According to Daniele Bianchi, of Warwick Business School, is Assistant Professor of Finance and he researches crypto-currencies incluing Bitcoin, despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the (...)
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Opinion Global Emerging Markets Equity 2016 Outlook
According to Ross Teverson, Head of Global Emerging Markets, finally, it is worth noting that, today, emerging market valuations - in terms of price to book ratios - are relatively depressed versus history. At times when valuations have been at or around these levels, strong (...)
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Opinion Accidental Americans Create Headache for French, European Banks
Boris Johnson, who was born in New York but left when he was five, found it outrageous that he was obliged to pay US taxes. The easy solution was to pay to renounce his US citizenship, which he did in 2016. Hundreds of other accidental Americans don’t have the luxury of such (...)
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Opinion Outlook Brazil
Brazil is in recession territory. The country’s fiscal consolidation plan had a major set-back in July as the finance minister Joaquim Levy announced a significant downward revision of the government’s primary fiscal surplus targets. In august, S&P placed Brazil’s foreign (...)
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Opinion « Surprising Russia »
Based on the experiences of recent years, there are few stock markets that are more risky than Russia’s. After the Brazilian and South African market, the Russian market has been the most sensitive to increasing risk aversion among investors since the market correction of (...)
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Opinion German fiscal stimulus, can we believe it?
It appears that a German fiscal stimulus is not imminent and that these effects would take time to materialize. Maintaining a budget surplus target while the Eurosystem will start buying German bonds again from November will maintain downward pressure on German long-term (...)
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Opinion Sustainable investing: sector rotations may prove short-lived
Hamish Chamberlayne, portfolio manager within Henderson’s global equity sustainable investment team, discusses the significant sector rotations seen in 2016. He explains why the reversals in the energy and healthcare sectors may prove short-lived, given the longer-term themes (...)
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Opinion Gold, mines and natural resources: Acceleration in momentum
After testing the $1200/oz. support in early July ($1204.7/oz. on 10 July), the gold price once again took on the psychological resistance level of $1300/oz. It brushed up against this barrier once, on 18 August ($1301/oz.), but not until late in the month did it cross it at (...)
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