Opinion
Opinion,
March 2018
South Africa: a ray of hope
Following weeks of contestation, Jacob Zuma resigned on 14 February 2018 after nine years in office, leaving a mixed legacy to South Africa’s new president, Cyril Ramaphosa.
Opinion,
March 2018
Fear of Inflation
The increase in inflation has been considered as one reason for the correction. Accelerating inflation is related to the tightening of central banks’ monetary policy and the rise in the interest rate level, which may be a burden on economies and equity (...)
Opinion,
March 2018
How realistic are return expectations really February 2018 ?
Equities and real estate can structually deliver returns in excess of economic growth, but within limits, says Robeco investors Lukas Daalder.
Opinion,
March 2018
Trump’s macroeconomic poison cocktail
According to Lukas Daalder, Chief Investment Officer of Robeco Investment Solutions, tax cuts set to raise US government and trade deficits higher • Tariff plans add a new flavor to an already toxic cocktail • Spare capacity will determine the fate of this (...)
Opinion,
March 2018
The ECB managed to deliver both a hawkish shift, and maintain a dovish stance
According to Andrew Mulliner, Portfolio Manager, Janus Henderson Investors Fixed Income Investment Strategy Group, the ECB managed to deliver both a hawkish shift, and maintain a dovish stance, at its meeting this (...)
|
|
Equities head for choppy ride as higher yield market takes hold