How to identify the future political and monetary policy events that will dominate market discussions is critical. It is our job to filter out noise and determine what signposts, events or issues are truly meaningful in terms of their potential impact on markets. This feels particularly pertinent at present, when… Read More »
Japanese Prime Minister Shinzo Abe’s Liberal Democratic Party (LDP) and its coalition partners scored a convincing win that will maintain alarge majority in both houses of parliament. This should extend the lifespan of “Abenomics,” including the Bank of Japan’s (BoJ) mega stimulus. We see the outcome as a mild positive… Read More »
Celeste Tay -
China’s 19th Communist Party Congress is fast approaching. While the meetings are primarily a political event, they will shed some light on the party’s broad economic goals. There will also be major reshuffling across party leadership this year. Read below for our synopsis and predictions: Q: What is China’s Communist… Read More »
Catalan President Carles Puigdemont made a speech yesterday in which he almost declared independence, saying he had the “mandate for Catalonia to become an independent state in the form of a republic”, but withdrew it almost immediately, saying he was willing to put the referendum results on hold in order… Read More »
The European Central Bank (ECB) has just upped the ante on prudential provisioning. Earlier this year it introduced guidelines to exhort banks to reduce stocks of nonperforming exposures (NPEs), and now its new draft proposal aims to ensure that NPEs are sufficiently provisioned. While we don’t foresee material consequences for… Read More »
The global cyclical recovery continues apace while inflation has stabilised at abnormally lower levels (with the notable exception of the UK). With the economy accelerating in industrialised countries G7 central banks, apart from the Bank of Japan, are already cautiously tightening monetary policy slightly or about to do so. THE… Read More »
Interview with Philippe Setbon, Chief Executive Officer, Groupama Asset Management Over a few days at the end of Q3, Philippe Setbon sat down to reflect on 2017 so far and revealed ambitious plans for the future development of Groupama Asset Management The market environment has proven favourable to investment globally… Read More »
On Sunday 1 October, Catalonia held a controversial referendum for independence. The vote was deemed unconstitutional by the Spanish Constitutional Court and the central government tried to prevent it from taking place by ordering police and security force reinforcements to seize ballots and close polling locations. Nevertheless, more than two… Read More »
Although many aspects of cybersecurity are rooted in technology, a change in understanding is emerging that cyber risk’s historically technological perspective benefits from the business approaches that are native to the finance department. Finance Directors’ specific experience adds great value to an organisation’s cybersecurity strategy. They approach cybersecurity from a… Read More »
The Catalonian government held an independence referendum, despite legal efforts by the Spanish government to prevent it. On Sunday, the Spanish police tried to block some of the polling stations and seized ballot boxes. The vote took place amid a fair amount of violence: Catalonian authorities claimed that over 800… Read More »
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