›  TAG 
IS - Tendances

Institutional’s articles related to investments’ trends

Articles

November 2016

Opinion We are increasingly mindful of the threats to risk assets that are looming on the horizon

In a world where a significant segment of government bond yields continue to hover in or near negative territory, the credit cycle looks to be nearing its end, and the devaluation of sterling is dominating the agenda, we are increasingly mindful of the threats to risk assets (...)

November 2016

Note India – the fundamental investment case

Bottlenecks’ that have hampered India’s development are easing. India is playing catch up, and is catching up fast. Election of Narendra Modi has rebooted stalled projects, sparked new reforms. India’s domestic economy and growing middle class are the key long-term (...)

October 2016

Strategy CTAs Shave Off Bond Exposures As Treasury Yields Rise

Fixed income markets have faced some pressures lately, as investors fret about less accommodative monetary conditions going forward. In addition, higher energy prices have fuelled bond yields, as both OPEC members and (...)

October 2016

Strategy Opportunities in a low-return landscape

According to Richard Turnill, BlackRock’s Global Chief Investment Strategist, we live in a world of low prospective returns, as reflected in our latest five-year return outlook. We have lowered our return assumptions across most asset classes due to increased valuations, but (...)

October 2016

Strategy The right time to invest in emerging markets?

Complete reversal in emerging equity markets in 2016: the highly geared/cyclical/risky stocks that collapsed in 2015 skyrocketed in 2016. Where to go? In 2015, emerging markets have had stormy times. An unexpected devaluation of the Yuan, the collapse of numerous emerging (...)

© Next Finance 2006 - 2025 - All rights reserved