June 2019
Opinion Facebook’s Libra announcement shows it has no fear of further scrutiny over data privacy, says GlobalData
Following the recent announcement that Facebook intends to launch a cryptocurrency called Libra, Laura Petrone, Senior Analyst, Thematic Research at GlobalData, a leading data and analytics company, offers her view on the data privacy concerns around this (...)
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June 2019
Opinion FED: US Economy looks like 2007
According to Bastien Drut, Senior Strategist at CPR AM, the context of the US economy in 2019 is not unlike that of 2007, that is to say, a period of economic slowdown that preceded the recession of 2008/2009.
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June 2019
Opinion Bailing out the titanic with a teaspoon or why hope is a strategy for the ECB
The European Central Bank (ECB) meeting today was anticipated by investors with a range of expectations across the market from the hopeful to the pessimistic. With market-implied medium term inflation expectations close to all-time lows, Draghi’s reputation as the ‘man who (...)
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May 2019
Opinion For the BJP
The results of the world’s largest general election were announced today after 6 weeks of voting, with around 900m registered voters casting their ballot across 543 constituencies. The incumbent Bharatiya Janata Party (BJP) won a majority of seats, which means that Modi will (...)
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May 2019
Opinion After Modi’s landslide win, all eyes on what he does for the Indian economy
India’s Narendra Modi won a second term as Prime Minster after a landslide win in the general elections in the world’s largest democracy. Mr. Modi’s party BJP won a simple majority with almost 300 out of 542 seats in the Lok Sabha (India’s equivalent of the House of (...)
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May 2019
Opinion For Evli, Nordic corporate bonds offer an attractive risk-return profile
The Finish independent asset manager Evli remains very positive on Nordic corporate bonds risk-return profile. With a strong experience on this market, Evli offers to highlight through this news flash the characteristics and the quality of this fixed income (...)
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May 2019
Opinion Unicorns and Growth: From Sales Stories to Profit Fantasies
Technology unicorns are in the spotlight, with Uber’s recent high-profile IPO. As scrutiny of their business models intensified, we think investors should also ask tough questions about publiclytraded companies with high sales growth but scant cash (...)
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May 2019
Opinion Are newly cautious U.S. consumers behind the world’s low interest rates?
One key effect of the reduced borrowing may have been to encourage record low interest rates, both in the U.S. and elsewhere, as lenders attempted to reignite the borrowing cycle. while a slowdown in debt issuance drove up bond prices, pushing yields (...)
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May 2019
Opinion Which central banks will have the most room for maneuver?
In the decade following the Great Recession, central banks in developed countries have resorted overwhelmingly to unconventional measures to satisfy their mandates, be they dual (price stability and full employment) or solely focused on price (...)
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April 2019
Opinion Equities and corporate credit well placed as fed pauses for breath
Last year ended with torrid market returns, and we entered 2019 with global financial conditions tightening sharply. So where does that leave us, and how will we react with regards to the Global Multi Asset Income (...)
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April 2019
Opinion Five Eyes on 5G
Last November I was talking to investors in Japan about how 5G connectivity was going to change the way we live in unimaginable ways. Perspectives from Yan Taw Boon, Director of Equity Research, Asia and Co-Portfolio Manager, Equity Research Thematic Portfolios, Neuberger (...)
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April 2019
Opinion The Australian housing bubble is close to popping
Tighter lending standards in Australia placed huge pressure on the housing market in 2018 and the country now faces its worst property downturn for 35 years. Ariel Bezalel, Head of Strategy, Fixed Income, explains why the dynamics behind the housing slump are key to his (...)
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March 2019
Opinion Brexit’s impact for equity investors
For someone living, moving to or doing business with the United Kingdom in the last year, the “Brexit Question” has been an important consideration. During the beginning of 2019 there have been several dates, votes and occasions when we expected to get a detailed picture of (...)
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March 2019
Opinion Sterling and Equities unmoved by Brexit extension vote
Following the vote to extend the Brexit process the British pound has not shown significant movement around equity market opening time, currently trading at above 1.32 vs the USD.
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March 2019
Opinion ECB’s decision is likely to extend the period of suffering for European banks
Since the financial crisis, the unwritten rule has been that bad economic news was good news for investors, as central-bank taps likely would be opened. And if a central bank talked more dovishly than expected in a meeting, the markets were quick to react and (...)
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