Allocation & Trend
Opinion,
June 2018
Investing in Japan? Look beyond the trade war rhetoric
The U.S. and China are edging ever closer to a full-blown trade war, but it won’t just be the two superpowers affected. With its equity markets highly correlated to global growth, many view Japan as a potential casualty of the ongoing (...)
Opinion,
June 2018
Back to inflation: The inflation theme enjoys a more favourable momentum in the euro zone
The first estimates of May’s figures show very clearly that overall inflation has accelerated after several months of stability, proof that the ECB’s accommodating policy is being efficient. The analysis of Thomas Page-Lecuyer, Senior investment specialist at CPR (...)
Opinion,
June 2018
Political uncertainty weighs on Italy
Italy’s struggle to form a government and the threat of a new election have caused bond spreads to widen, signaling market concerns. Despite Italian bonds recovering, volatility is running high and investors need to ask whether there will be a contagion impact across Europe (...)
Opinion,
May 2018
Anatomy of a dollar rally
In the era of Central Bank policy influence, we have become used to large shifts in the performance and trends of different currencies across time. For the better part of the past two years, the currency headlines have been dominated by a weakening US (...)
Opinion,
May 2018
Pakistan: Balancing risks and rewards
For most investors, Pakistan is largely defined as being highly volatile, be it in terms of security, politics or the economy. And in many ways, it is. However, Charles Sunnucks, Assistant Fund Manager, Emerging Markets, argues there is increasing evidence of positive (...)
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Equities head for choppy ride as higher yield market takes hold