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 »
The 6th Lindau Meeting on Economic Sciences will be launched tomorrow (Wednesday, 23 August) with an opening speech by Mario Draghi, President of the European Central Bank. The participants of the meeting include 17 Nobel Laureates and 350 young economists from 66 countries, who will have the opportunity for in-depth… Read More »
Almirall S.A. announced the appointment of Ron Menezes as the new President & General Manager of Aqua Pharmaceuticals. He will be joining Aqua on September and will bring with him broad experience in the field of Dermatology in the US, the largest and most important market in the world. According… Read More »
Unigestion, the boutique asset manager that focuses on providing its clients with risk-managed investment solutions, today announces that it has significantly expanded its fund distribution network by joining the MFEX platform. The new agreement means that all Unigestion’s Uni-Global SICAV sub funds and share classes are now listed on the… Read More »
President Trump’s unclear commitment to pro-growth policies weaken the US dollar. We saw US$107mn of outflows from our gold ETPs as geopolitical tensions eased. US July retail sales and the Empire Manufacturing Index for August surprised to the upside and resulted in a strengthening of the US dollar and rising… 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 »
Cheryl P. Stober -
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 »
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