Colin Moore (Global Chief Investment Officer – Columbia Threadneedle Investments) discusses where he sees investment opportunities and risks in today’s markets, and why he thinks investors value a consistent approach to investing now more than ever. Q: What is your outlook for financial markets?Colin Moore: There are two big concerns regarding… Read More »
Latest economic data are in line with more subdued economic activity, with surveys pointing to an overall GDP growth rate of 1% during the second quarter. ‘Hard’ economic data – including industrial production and construction output – point to weaker growth last quarter, and the more generalized fall in June… Read More »
International investors have greater opportunity to benefit from China’s continued rise. As long as the apparent mood of compromise set by Trump and Xi persists, investors are likely to feel more confident about raising their allocations to China stocks, and increasing exposure to the country’s new economy sectors. The results… Read More »
Japan is back. Abenomics may not have fully delivered on its much vaunted promises, but the Japanese economic growth engine is steadily springing to life. Strong deflation pressures appear to have been consigned to the past, while the dual tailwinds of increased business confidence and consumer sentiment are boosting domestic… Read More »
At next Thursday’s meeting of the ECB’s Governing Council (20 July), we expect the Governors to continue their monetary tightening, but to do so in a ‘kind and gentle’ way. That is, they will try to soften the blow so as not to roil markets more than necessary. Next Thursday,… Read More »
Jeremy Lawson -
The fact that the sharp sell-off in global bonds over recent weeks was triggered by fairly innocuous comments by ECB President Draghi highlights the complacency that had set in about how long emergency monetary policy settings would be kept in place. To better understand what is going on it is… Read More »
With revisions to the path of US health care reform expected imminently, Andy Acker and Ethan Lovell, portfolio managers within the Janus Henderson Global Life Sciences Team, outline why they believe opportunities remain within the US health care sector. In the US, the Republican promise to repeal and replace the… Read More »
Indosuez Wealth Management today announced that it reached an agreement with Crédit Industriel et Commercial to acquire the latter’s private banking operations in Singapore and Hong Kong after the parties entered exclusive negotiations on 16th June 2017. As part of the transaction, Indosuez Wealth Management in Asia, chaired by Pierre… Read More »
A timely reminder that quality matters, and diversification is key in emerging market debt; and for sovereigns that means the quality of their governance structures as well as their economic performance. The extreme volatility experienced in Brazil in recent weeks is a timely reminder of the significant idiosyncratic risks present… Read More »
After 12 months in the departure lounge, Brexit negotiations have started. The Brexit process was always going to be complicated, but the hung parliament, the need to maintain an amorphous government with the DUP, and possibility of cross-party negotiations form an extra ‘speed bump’ on a journey that could take… Read More »
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