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Articles

December 2014

Opinion Indian interest rates may likely to fall soon

With disinflationary pressures building in India, it may only be a matter of time before interest rates start to fall materially.

December 2014

Opinion Rough times for South America

Gone is the dynamic growth that propelled Latam as one of the top performing asset classes between 2010 and 2012. Just as western economies were attempting to regain their footing, following the 2008 financial devastation, South American economies were on a (...)

November 2014

Opinion Investment outlook: Mind the gaps in the turtle cycle

Regional differences in growth and policy will drive international financial markets next year. This is the view of Asoka Wöhrmann, Chief Investment Officer (CIO) of Deutsche Asset & Wealth Management in his outlook for (...)

November 2014

Opinion China is becoming middle aged, so it’s slowing down a bit

In some ways, the rise of China has been too good to be true. Its economy has grown with breakneck speed for decades (an average of 9.1% a year since 1994, with a lowest rate of 6%) – if we can believe the official (...)

November 2014

Strategy Five reasons to snap up high yield bonds

Concerns over global growth, central banks starting to tighten policy and a lack of liquidity have all contributed to a painful re-pricing of high yield in the last three months.

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