Allocation & Trend
All the articles related to institutional allocation and trends
Allocation & Trend
Opinion,
February 2019
Why the Fed will stop reducing its balance sheet in 2019
At last night’s FOMC, Jerome Powell explained that "the normalization of the size of the balance sheet would be completed sooner" and that the Fed would now "evaluate the appropriate timing for the end of balance sheet reduction”. We briefly explain why (...)
Opinion,
February 2019
MSCI: Five Key ESG Trends to Watch in 2019
MSCI ESG Research has issued its 2019 ESG Trends to Watch Report, which identifies five key ESG trends in 2019 and the potentially overlooked costs and opportunities underlying these themes...
Strategy,
January 2019
Finding opportunity in Europe’s volatility
Looking back at 2018, it was a year when European corporate earnings continued to grow, while market volatility was surprisingly high. The volatility was a result of both political noise and the fear of a slowdown in global (...)
Opinion,
January 2019
Goldilocks vs Armageddon: It’s time to buy EM
Look outside the US, Goldilocks scenario doesn’t hold anymore; EM back on the buy list: take advantage of the Armageddon panic; The Damocles swords of 2018 are slowly being pulled back
Opinion,
January 2019
Markets grapple with government dysfunction
While the UK and US contend with contentious political issues, the IMF has lowered its expectations for economic growth. The question is, “Where do we go from here?”
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Equities head for choppy ride as higher yield market takes hold