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September 2014

Opinion USA: an impression of capacity under-utilization…

Those who were hoping for a shift in tone from the Federal Reserve regarding an imminent rate hike, encouraged by increasing signs of a recovery in the US, will be disappointed. The Fed has reiterated its concerns over the dynamics of the (...)

September 2014

People Moves William H. Gross joins Janus Capital

Janus Capital Group Inc. today announced that William H. Gross, world-renowned fixed income investor, will be joining Janus Capital Group. He will manage the Janus Global Unconstrained Bond Fund...

September 2014

News CalPERS Responds to News that Bill Gross has Left Pimco

Calpers will continue to monitor developments at Pimco, and will conduct a thorough analysis of his exposure managed by the firm. Calpers has no plans at this time to make changes with his Pimco mandate...

September 2014

Strategy Asset Allocation: waiting for policy normalisation

Normalisation of monetary policy in the West is the most significant challenge facing markets after an unprecedented period of low interest rates. Given the levels of debt, the process will necessarily take a long time and the repercussions on the rest of the global economy (...)

September 2014

Opinion Jokowi

After ten years of strong growth, the Indonesian economy is slowing considerably. This is because of the falling Chinese demand for commodities, the gradual normalisation of US monetary policy and an inevitable decline in government (...)

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