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September 25

Opinion The yen is at record lows this year as the Bank of Japan sticks to ultra-loose monetary policy

The Japanese yen continued its decline after a series of losses extending since around midnight yesterday. The US dollar against the Japanese yen (USD/JPY) reached a new record level this year at 148.458, the highest since November of last (...)


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September 2022

Opinion The Uncertainty May Be Worse Than the Slowdown

We do think the onset of recession is a time to tread carefully, but it could also be a time of opportunity for equity investors.

September 2022

Opinion What’s hot: Suspension of EU ETS unlikely

Sharply rising energy prices are pressuring politicians to react. Last week the European Commission called for an overhaul of the electricity market following price increases in excess of 20% in a single day in France. The European Commission is talking tough but is offering (...)

August 2022

Opinion Euro Parity: Threshold or Boundary?

The euro is subject to enormous economic forces that could equally be very positive for the currency or the cause of an even greater fall.

June 2022

Opinion Are recession concerns overdone?

Mark Nash and Huw Davies assess the prospects for global growth in an environment of heightened geopolitical tensions, rising inflation and interest rates and China’s zero-Covid policy.

June 2022

Opinion Descending From Extremes Is a Rocky Process

To understand the current volatility, it helps to get reacquainted with just how out of whack things were coming into 2022—in terms of both magnitude and timing.

May 2022

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 (...)

February 2022

Opinion Russia-Ukraine conflict threatens energy supply as hawkish central banks could pivot

Russia has invaded Ukraine pushing commodity prices to new record highs as equities tumble in a risk-off move by markets. While disruptions to oil and gas supply are looming, markets are anticipating a softening of major central bank (...)

February 2022

Opinion Ukraine latest: more volatility ahead

While markets have moved – unsurprisingly – into risk-off territory following the latest news from Ukraine, the reaction has remained disciplined so far. But investors can expect more volatility as the political and military situation evolves and potentially (...)

February 2022

Opinion 5 Minutes to know your way around #3 - Débrief of the FOMC, January 2022

The FOMC of January 26, 2022 was eagerly awaited. The minutes of the previous committee, had shown that a balance sheet reduction was seriously considered, which had triggered a major correction in the equity markets. Analysis by CPR AM (...)

February 2022

Opinion Chinese New Year - Year of the tiger: a focus on prosperity and productivity

As we move through 2022 we can expect an interesting year for China’s equity market given the pledge by the People’s Bank of China (PBoC) to use monetary tools to spur the economy and boost growth. The US and China are set to spend the year diverging on monetary (...)

January 2022

Opinion Chinese new year: Three reasons why china could roar in the year of the tiger

As the rest world grapples with tighter monetary policy, China is on different easing trajectory, which should be supportive for stocks. It is likely that we are at, or past the peak of regulatory reform. Current valuations provide exciting entry points and (...)

January 2022

Opinion US equities: three themes to watch in a discriminating year

2022 will be a new year in more ways than one. After more than a decade of monetary stimulus, the US Federal Reserve has signaled that it will raise interest rates and reduce support for the economy and asset prices.

January 2022

Opinion Monetary policy and the yield curve

Edward Al-Hussainy, Senior Interest Rate and Currency Analyst at Columbia Threadneedle Investments on monetary policy in 2022 and its implications for rates and the yield curve.

January 2022

Opinion European equities: Stock selection guided by razor-sharp research will be the holy grail

2021 was a year of booming markets which were in danger of overheating before the Omicron Covid-19 variant came along. A profit boom on both sides of the Atlantic has supported equity markets, with the US looking exceptionally strong in the fourth (...)

November 2021

Opinion Are L/S Equity managers concerned by the covid resurgence?

Managers in the U.S. and Europe are continuing to reduce both their net and gross exposures, now converging near their long-term lows. They are selectively selling or shorting stocks that are the most exposed to tighter restrictions, preferring value stocks instead (to (...)

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Opinion Are french OAT overvalued ?

According to John Gilbert, CIO of the Berkshire Hathaway’s subsidiary General Re-New England AM, French 10-year bonds should yield between 4.5% and 5%, closer to Italian and Spanish bonds rather than German ones. However, This opinion is not shared by the majority of the (...)


Opinion Brexit beats Bremain: markets in turmoil

UK voters have chosen by a narrow margin to leave the European Union. The outcome of the UK vote is initially a major shock for markets, and could in the long run damage economic growth and cause more political risks. Brexit puts further pressure on risky assets, oil prices (...)


Opinion Can Thematic Investing provide investors with growth opportunities in uncertain times?

CAMRADATA’s latest whitepaper on Thematic Investing, considers the role this type of investing can play in asset management and explores trends that can permeate society and traverse sectors.


Opinion The World eyes Europe

Headlines in Europe are again focused on weak economic growth but there remain many companies well placed to deliver. Analysis of Nick Sheridan, Fund manager Henderson Horizon Euroland.


Opinion Is Turkey’s recovery threatened by its Syrian incursion?

Until just a week ago, Turkey (against all the odds) seemed to be doing well again, said Reza Karim, assistant fund manager, Fixed Income. Inflation had come down from 25% last year to 9%. The central bank had managed to cut rates by 750bps, which restarted the debt-fuelled (...)


Opinion East Asian Onshore Markets To See Most AUM Growth

Fitch Ratings expects growth in asset under management (AUM) to be higher in the years to come in emerging Asia (China, Indonesia, Malaysia and Thailand) than in mature markets such as Singapore, Hong Kong, Taiwan and (...)


Opinion Spread products perform well despite higher yields

The overall friendly environment on financial markets prevailed last week. While euro area macroeconomic data were on balance mixed, US data were slightly better than expected.


Opinion The Greek tragedy unfolds

The Greek financial crisis deteriorated last weekend after talks between the Greek government and the institutions providing financial aid to the Greek government – the EC, the IMF and the ECB – failed to come to any (...)


Opinion Taking the Silk Road

The year of the goat, which has just begun, looks likely to herald a major push by China to establish a new “Silk Road”, the adoption of a new five-year plan to boost the country’s social and economic development and a pick-up in the pace of financial reform, according to Ross (...)


Opinion Ireland is not second Greece

According to irish economist Cathal Brugha, professor of University College of Dublin (UCD) School of Business, Ireland does not face a similar crisis like Greece


Opinion Europe’s Ugly Duckling Stocks Deserve More Love

Investors are looking at a very different Europe compared to one year ago. Even though Brexit talks are likely to drag on and Italy’s turbulent political environment is a potential wild card, political risk in Europe has eased (...)


Opinion Understanding the anatomy of a financial Bubble

Infamous for the belief that there is a bubble in long-duration assets, Richard Bernstein Advisors reckon there are sizeable bubbles inflating. A recent report investigates what’s causing such widespread bubbles, their potential effects on the overall economy, and the (...)


Opinion Will the ECB be able to raise its key rates?

Markets no longer believe in the ability of the ECB to raise its key rates in 2019 and the theme of the Japanization of Europe is coming back. A comparison with the Fed’s experience in recent years allows us to see more (...)


Opinion Today’s European country in the sovereign debt crisis spotlight is…France

Russell Investments’ Chief Investment officer – Client Investment Strategies Erik Ristuben explains why the European sovereign debt crisis is spilling over into France


Opinion Long-term rates rise....but it is not yet a bond crash

The recent sharp rise in long-term rates in Europe relies on a risk pooling across peripheral countries and the entire euro zone. But we cannot yet talk about bond crash.


Opinion Psychology and smart beta

‘Smart beta’ sounds like an oxymoron. How smart can it be to continue using the same strategy in such fickle markets? A portfolio manager calling on all his skills (‘alpha’) in analysing market environments (the source of ‘beta’) should be able to outperform an unchanged (...)


Mory Doré’s column

Mory Doré’s views on monetary policy, asset allocation, financial management of banks and understanding of crises

Éclairages Économiques Notebook

The association Éclairages Économiques share with us analysis mostly relying on current research on various economics issues

Selection: Prospects

Regulation Regulatory prospects: 2012 and beyond

2009 was a year of intense reflection on the functioning of the financial sector. There followed an intense regulatory activity in 2010, unfortunately with few formal adoptions of regulations. 2011 marked the surge of the will to succeed with provisional schedules. Where do (...)

Reading An Economic Approach to Marriage

Marriages are not always very stable. A divorce rate of 50 % in developed countries serves to prove. We ask ourselves if it is possible to form stable relationships. An economic analysis may be able to answer this (...)

Note Aging population poses new opportunities for global investment managers

Early conclusions from ongoing SimCorp StrategyLab research point to demographic changes as a key factor influencing the future of the global investment management industry.

Note Launch of green bonds

The term «Green Bonds» is more frequently used to describe a market that should mature very fast in order to deal with numerous requests for investments in the field of green infrastructure projects.

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