Opinion
Opinion,
August 2017
Do the Lessons from 2013’s Taper Tantrum Apply to Today’s Bond Markets?
Short-Term Mispricing of Fed’s Intentions Unlikely to Be As Serious, This Time, Western Asset Predicts
Opinion,
August 2017
Don’t believe everything you read
African elections are back in the headlines, apparently for all the wrong reasons. But according to Aberdeen Asset Management Senior Investment Manager Kevin Daly, the reality is better than some would have you (...)
Opinion,
August 2017
Central banks: from doves to hawks?
In the US, the UK, Sweden and Canada, central bankers have taken on board an economic situation that is coming close to full employment, with a risk of overheating not of inflation, but rather of private debt and asset prices (real estate, (...)
Strategy,
July 2017
Tim Albrecht and DWS Deutschland: celebrating 15 years of success
It has been 15 years since Tim Albrecht assumed responsibility for the DWS Deutschland fund. In July 2002, the volume of the equity fund, which had been badly battered by the tech bubble, stood at a mere 200 million euros. Today, investors entrust seven billion euros to the (...)
Opinion,
July 2017
The case for Japanese equities
We see further strength in Japanese equities after their recent rally, given an encouraging earnings outlook, relatively low valuations and a stable yen under Japan’s ultra-easy monetary policy.
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Equities head for choppy ride as higher yield market takes hold