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.
|
Read comments
