January 2018
Opinion Gold, Mines & Natural Resources…a mixed 2017
Although the year was positive for natural resources overall, their performance lagged the global markets. 2018 could offer better prospects, an uptick in inflation being perhaps the best scenario for the theme.
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December 2017
Opinion 2018 Outlook: 75% of institutional investors say current environment favors active management
Two-thirds of institutional investors worldwide (65%) expect asset bubbles to negatively impact performance in 2018 and three out of every four (75%) believe the current market environment favors active management.
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December 2017
Opinion According to Natixis Asset Management: “adaptability and flexibility will be the watchwords on the markets in 2018”
Corporates and households seem to have regained their confidence in the future in 2017 against a flattering macroeconomic backdrop. However, Natixis Asset Management’s experts caution against excessive optimism, as 2018 will not be entirely devoid of events that could throw a (...)
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December 2017
Opinion Despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the roof
According to Daniele Bianchi, of Warwick Business School, is Assistant Professor of Finance and he researches crypto-currencies incluing Bitcoin, despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the (...)
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November 2017
Opinion The end of accomodative policies, a new challenge for asset managers
According to Arnaud Faller, Deputy Managing Director, Chief Investment Officer at CPR AM, in this environment, we shall clearly favour equities over credit investments in developed markets, while leveraging on current opportunities in emerging bond and equity (...)
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November 2017
Opinion India: After a period of euphoria, doubts are resurfacing
According to Laetitia Baldeschi, Co-Head of Research and Strategy at CPR AM, their equity managers are therefore underweight on India within their CPR GEAR Emergents strategy relative to the MSCI Emerging index.
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November 2017
Opinion The triumph of Abenomics
Japan posted growth of 1.5% in the first half of the year, which is a remarkable performance for an economy with estimated potential of no more than 1%. Expansion in the Japanese economy is propelled by all drivers of private demand: exports, productive investment, household (...)
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November 2017
Opinion BoE to proceed very cautiously following its first rate hike in a decade
The Bank of England (BoE) has delivered a much-anticipated 25bp rate hike, tightening its monetary stance for the first time in over 10 years (or 3,773 days to be precise). The Monetary Policy Committee (MPC) 7-2 vote on rates was at the hawkish end of market (...)
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October 2017
Opinion Japan Elections: What an Abe victory means
Prime Minister Shinzo Abe’s ruling Liberal Democratic Party (LDP) of Japan has emerged victorious in Japan’s October 2017 lower house snap election. The result exceeded expectations. On its own, Abe’s LDP secured more than half the number of lower house seats. As a coalition, (...)
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October 2017
Opinion Corporate bond opportunities in a late-cycle market
According to Alasdair Ross Head of Investment Grade and Senior Portfolio Manager, EMEA, Global corporate portfolios offer issuer and security selection alpha potential over and above that found in US Dollar, Euro and Sterling only (...)
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October 2017
Opinion Who will by the next Chair of the US Federal Reserve?
President Trump has signalled he is close to announcing his choice of the next Fed Chairman, from a shortlist of five candidates.
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October 2017
Opinion Gold, Mines and Natural Resources: The greenback picks up
Having reached their highest point since August 2016 ($1,357.6/oz), gold prices slumped, falling below $1,300/oz and weighing on their 100-day average. Janet Yellen’s more hawkish speech at the last FOMC pushed up to 70% the likelihood the Fed will raise key rates in (...)
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September 2017
Opinion Gold, mines and natural resources: Acceleration in momentum
After testing the $1200/oz. support in early July ($1204.7/oz. on 10 July), the gold price once again took on the psychological resistance level of $1300/oz. It brushed up against this barrier once, on 18 August ($1301/oz.), but not until late in the month did it cross it at (...)
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September 2017
Opinion Politics are not the only risk on the horizon
As the tenth anniversary of the Global Financial Crisis passed this month, our thoughts turned to the ongoing muted volatility in financial markets. The ‘Goldilocks’ conditions of improving growth without price pressures are something of a surprise, yet appear to be (...)
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September 2017
Opinion President Trump’s Pick for Fed Chair
With Janet Yellen’s term ending in February 2018, the sweepstakes for Federal Reserve (Fed) Chair is heating up. Media stories about who is favored are appearing with increasing frequency and attracting a lot of attention. Potential candidates are trying to raise their (...)
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