Opinion Hedge funds managers : Are women better than men?
In recent months, two studies leading to the same conclusions, set tongues wagging in the hedge fund industry : women hedge fund managers perform better than their male counterparts...
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Opinion New Egypt FX Regime Positive Step in Tough Circumstances
Egypt’s new exchange rate regime has brought greater transparency and a depreciation of the pound but also highlights a serious shortage of foreign exchange, Fitch Ratings says. For the system to work, confidence needs to be restored quickly, starting with agreement on an IMF (...)
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Opinion Renminbi depreciation, an unexpected but welcome move
The depreciation of the Chinese currency took many investors by surprise. And a surprise it was, although not necessarily a negative one, says Victoria Mio.
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Opinion Perspectives on L/S Equity strategies after the Selloff
Risk assets have yet to find stable ground after the recent turmoil. The rebound in equities since the October 11th trough appears fragile. Last week, the minutes of the latest FOMC meeting were hawkish and Italy’s 10-year sovereign spread with Germany jumped to levels unseen (...)
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Opinion Bond bubble today and tomorrow ... Bond crash the day after tomorrow
Long-term rates that can not rise on short term, despite the abysmal public deficits ...
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Opinion Central Banks : the global financial system trashcans ?
Institutionalized monetization condemns central banks to become the international financial system trashcans and, despite German opposition, it is likely to be the same for the ECB.
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Opinion Staying On Theme
When inflation, interest rates and global economic uncertainty are rising, cash today can seem more urgent than exposure to the markets of tomorrow—but could that mean investors risk missing out on the potential of thematic (...)
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Opinion Italy’s expansionary budget goals add to growing risks to sovereign rating
Italy’s announcement of a tentative budget deficit goal of 2.4% of GDP over 2019-2021 could compound the country’s existing debt sustainability challenges. This represents a significant risk to Italy’s A-/Negative Outlook (...)
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Opinion The oil has gone into negative territory
Yesterday was a historical day in the oil market. The American market, called West Texas Intermediate (WTI), moved to minus USD40—a fantastic move. The reason for this is likely connected to storage issues as people are consuming far less fuel amid the (...)
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Opinion Brexit referendum: more volatility ahead for Sterling
According to James Butterfill, Head of Research at ETF Securities comments, Brexit is the mother of all market uncertainties: legal, political, economic, polling and currency risk combining to make any confidence about the short-term outlook (...)
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Opinion Greece: awaiting the inevitable
The credit default swap market is pricing in a 65% probability of a default within the next five years.
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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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Opinion Silver squeeze: What’s behind the surge in silver?
Silver is in the spotlight this week, after the popular r/WallStreetBets community on Reddit highlighted the fundamental value in acquiring silver at current levels. The online posting was the catalyst for increased retail flows and awareness. Last Thursday 28 January, the (...)
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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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Opinion ECB worries have receded, but Fed policy doubts have some pundits on the defensive
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