Focus

While interest rate increases have reignited interest in financials stocks, the recovery story has become more complex given the challenge financial technology companies are posing to the sector. In recent weeks, the US Federal Reserve (Fed) has outlined plans to reduce the size of its balance sheet, and increased the… Read More »

Britons stunned the world on 23 June 2016 by voting to leave the European Union after 43 years of mostly troubled marriage. The nation proved to be divided in the referendum, as shown in the narrow 51.9% vote to Leave against 48.1% opting to Remain. But freedom comes at a… Read More »

When formed in 2006, the global investor initiative, United Nations Principles for Responsible Investment (UNPRI) had 100 signatories representing $6.5 trillion in assets under management (AUM). Over the course of a decade, the number of signatories has increased to 1,600 representing a tenfold rise in AUM to $62 trillion.The three… Read More »

So far it has been an excellent year for emerging markets (EM). Growth is accelerating in most countries, inflation is at the lowest level on record, interest rates are declining and their equities are evidently outpacing those of developed markets (DM). The outperformance of EM versus DM equities amounts to… Read More »

Debate continues around whether the better-than-expected signs of growth outside the US could lead to a genuine global reflation. We put ourselves in the more cautious camp. A Trump fiscal stimulus package provides the potential for a pickup in the world’s largest economy. But global reflation likely depends more on… Read More »

Q&A with Richard Elmslie Co-Chief?Executive?Officer of RARE Infrastructure In general, what are the requirements for infrastructure investment in America?Richard Elmslie: The first requirement is that you need bipartisan support. The Trump administration has that – because the Democrats are interested in doing some privatization of infrastructure.He’s identified 50 assets that… Read More »

Rob Cittadini chats with Mark Eibel, Russell Investments’ director and client investment strategies, on the effects of recent geopolitical events on financial markets. Market reaction to events in Spain and U.S. In the U.S., politics dominated the news—and the markets noticed, Eibel said. The U.S.-North Korea situation, the violence in… Read More »

When talking with potential investors, a refrain we often hear is “I was burned by bank loans before, and now I’m not sure if I should buy them again.” Is this fear unique to the bank loan asset class? We’re fairly certain investors can be hurt by almost every other… Read More »

Public debt is evil. This is the kind of statement we often see in the press, but it is wrong. If we are going to be concerned about excessive debt levels, we should worry more about the private sector’s debt: it is this private debt, and in particular household debt,… Read More »

Technology breakthroughs herald a new era in the way we live, work and relate to each other. Five key trends explain why investors should consider holding technology stocks. The global technology sector is hardly overlooked. Technology breakthroughs in fields such as artificial intelligence, robotics, the Internet of Things, autonomous vehicles,… Read More »