All Eyes on the Federal Reserve


The US Federal Open Market Committee will convene this week to discuss raising interest rates. ETF Securities doesn’t believe they will pull the trigger on this occasion, given the uncertainty surrounding the deceleration of China and Europe and elevated financial market volatility Oil ETPs inflows resume. After a week’s break,… Read More »

S&P downgrades Brazil’s rating – impact on corporates


S&P downgraded the foreign currency sovereign rating of Brazil to below investment grade (now at BB+) and maintained its Negative outlook for the sovereign While we had already highlighted that the investment grade rating of Brazil is at risk due to deteriorating credit fundamentals (challenging public finances/political headwinds stalling progress… Read More »

Waiting for the new iPhone

Bolko Hohaus -

Apple generates more than a quarter of its revenues in China these days, double as much as two years ago. Therefore this will in our view be a critical market to watch for the further success of the company. Bulls stress that there will be more financing options available for… Read More »

China fears fade but commodity investors remain defensive on Fed rate outlook


Despite more optimism surrounding US economic activity investors have maintained a relatively defensive stance, with gold receiving the largest inflows in the commodities sector Defensive investors prompt third week of inflows into gold ETPs. G20 deliberations over the weekend addressed concerns about Chinese market volatility but any conclusions or detail… Read More »

Asset management, in the midst of technology, new rules and millennials


Asset managers need to refine product propositions and distribution models, while distributors need to propose new engagement models. All details in the research of Caceis and PwC Luxembourg Retail fund distribution is in the midst of major changes. According to Caceis and PwC Luxembourg report entitled “Reshaping retail fund distribution… Read More »

Global Sell-off in Risk Assets


Hedge bearish sentiment with short ETPs, focus on quality equities offering superior Income · Macro: The steep correction in global markets today as a result of fears that China’s managed slowdown is turning into a global meltdown may be overdone. This on the back of a resilient US labour market… Read More »

Market Volatility Update – Quality Growth Equities

Rajiv Jain -

The recent global stock market sell-off has resulted in the steepest decline in years for many major markets. Fears that China’s economy is dramatically slowing have sparked heavy selling around the globe At Vontobel Asset Management, New York, we have been concerned about China for quite some time. We maintain… Read More »

Gold’s haven status reinstated?


Gold posted a third consecutive week of gains and gold ETPs finally broke a 10-week streak of outflows. Uncertainty around China’s currency policy, volatile equity markets and the realization that a September Fed hike is not a done deal drove the price higher Gold ETPs see highest inflows since January.… Read More »