Gallery
All the news about industry gallery
Opinion
Opinion,
November 2016
Curve Steepening – Already Been There?
Most developed market yield curves have suffered bear steepening over the past few weeks, despite quantitative easing (QE).
Opinion,
November 2016
We are increasingly mindful of the threats to risk assets that are looming on the horizon
In a world where a significant segment of government bond yields continue to hover in or near negative territory, the credit cycle looks to be nearing its end, and the devaluation of sterling is dominating the agenda, we are increasingly mindful of the threats to risk assets (...)
Note,
November 2016
India – the fundamental investment case
Bottlenecks’ that have hampered India’s development are easing. India is playing catch up, and is catching up fast. Election of Narendra Modi has rebooted stalled projects, sparked new reforms. India’s domestic economy and growing middle class are the key long-term (...)
Strategy,
October 2016
The right time to invest in emerging markets?
Complete reversal in emerging equity markets in 2016: the highly geared/cyclical/risky stocks that collapsed in 2015 skyrocketed in 2016. Where to go? In 2015, emerging markets have had stormy times. An unexpected devaluation of the Yuan, the collapse of numerous emerging (...)
Opinion,
October 2016
Hard time for sterling
According to Luc Luyet and Frederik Ducrozet, Asset Allocation & Macro Research, Pictet Wealth Management, the sharp drop of the sterling on Friday 7 October at the start of trading in Asia with the currency declining 6% in the course of twenty minutes was the climax of (...)
|
|
© Next Finance 2006 - 2025 - All rights reserved