US rhetoric on trade protectionism softens, investors are focusing on emerging markets’ fundamental attractions once more. What a difference 100 days makes. When Donald Trump was inaugurated as President of the United States on January 20th 2017, headlines spoke of trade wars with the major developing countries. Yet by his… Read More »
ECB likely to be more impactful for markets than Federal Reserve in the months ahead Our outlook for markets remains constructive as the trends we have seen unfold from the second half of 2016 through the first months of 2017 are likely to continue. What is different are the drivers… Read More »
As expected, Moody’s has downgraded China’s sovereign credit rating to A1 from Aa3 with revised outlook stable. According to Moody’s, the cut was due to growing leverage and the fact indirect liabilities will be pressured as economic growth decelerates.However, the upgrade to a stable outlook indicates that at A1, the… Read More »
Didier Saint-Georges -
By now, investors have already digested the main themes of the new French president’s economic agenda. The hope is high that a return to a kind of third way à la Blair-Schroeder will bring wealth-creating reforms. However, there is also another reason for investors’ predisoposition towards Emmanual Macron. Parallels present… Read More »
State Street Corporation (NYSE: STT) today launched the latest findings from its Brexometer Index, a quarterly pulse survey of institutional investor sentiment about the UK’s departure from the European Union. The Q2 2017 survey1 found one fifth (19 percent) of institutional investors plan to reduce their holdings of UK assets… Read More »
With the European economy in its strongest recovery since 2010 and European earnings expected to rise at a solid double-digit pace in 2017, the future for European equities looks bright. Europe is currently our preferred spot in global financial markets from an asset allocation perspective. Looking at the bigger picture,… Read More »
Newfangled companies are appearing and developing a global presence almost overnight. They are omnipresent and you almost forget that in many cases, these companies, including Facebook (2004), Spotify (2006), Airbnb (2008), Uber (2009), Snapchat (2011) and Alibaba (1999), were founded no more than a decade ago Besides being relatively new,… Read More »
2017 will be an interesting year ahead: for investors it is better to capitalise on opportunity than be hostage to prediction. It is difficult to make predictions it was once said, particularly about the future. Last year, I failed to foresee Brexit and the unstoppable ascent of Donald J. Trump… Read More »
Stephen Mitchell -
Trump’s first 100 days in office may have acted as a fillip for global equity returns , but this most unconventional of US presidents will need to roll up his sleeves and deliver on some of his promised tax and regulatory reforms to maintain positive momentum, says Stephen Mitchell, Head… Read More »
One Belt One Road is an infrastructure initiative conceived and promoted by the Chinese Government to connect more than 65 countries and 4.4 billion people worldwide corresponding to 40% of world GDP In anticipation of the 14th and 15th May BRI Forum held in Beijing, China, which will see the… Read More »
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