Allocation & Trend
All the articles related to institutional allocation and trends
Allocation & Trend
Opinion,
October 2018
Eye on America as global liquidity dries up
US economic growth should hold up even as quantitative tightening continues to take its toll in emerging markets, Europe grapples with ongoing structural issues and the UK is hamstrung by Brexit, according to Talib Sheikh, manager of the Jupiter Flexible Income Fund. “In (...)
Opinion,
October 2018
U.S. Economy: "Historically Rare"
Fed Chairman Powell reiterated the FOMC’s view of the economy as unusually favorable; Argentina has made some gains, courtesy of the IMF; Italy’s latest budget is still a work in progress.
Opinion,
October 2018
Italy’s expansionary budget goals add to growing risks to sovereign rating
Italy’s announcement of a tentative budget deficit goal of 2.4% of GDP over 2019-2021 could compound the country’s existing debt sustainability challenges. This represents a significant risk to Italy’s A-/Negative Outlook (...)
Strategy,
September 2018
How I learned to stop worrying and embrace the “vol”
According to Christopher Gannatti, Head of Research, WisdomTree, the lesson here for investors is the potential to embrace volatility. Where a rising VIX typically equates to a short-term equity sell-off, EM investors who have used the dips as buying opportunities (...)
Opinion,
September 2018
Escaping Lehman’s shadow
Financial markets have staged a remarkable recovery since the fall of Lehman Brothers, but it’s been a joyless affair,” says Vice Chairman Edward Bonham Carter. “The ending of central bank support, both feared and wanted, hangs like a sword of Damocles over the (...)
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Equities head for choppy ride as higher yield market takes hold