It seems that the present situation in some respects is merely a continuation of the usual economic ups and downs while there are other indications that a crisis is soon to befall the global community Stocks prices have been going up in the US and the EU, interest rates are… Read More »
Jackie Lafferty -
Following positive performance in the first quarter, emerging markets (EM) came under pressure from macroeconomic factors in the second quarter Following positive performance in the first quarter, emerging markets (EM) came under pressure from macroeconomic factors in the second quarter, resulting in mixed returns for the asset class: The global… Read More »
Thirty-five out of forty-one economists surveyed by Bloomberg currently expect the FOMC to hike the Fed Funds rate on September 17, thereby starting a period of policy normalisation Most have pointed towards the July FOMC statement which noted better data on net in June and suggested some progress toward the… Read More »
Frontier market investing involves countries where information about firms and industries is opaque and incomplete, or where the infrastructure for trading securities is in an embryonic stage Frontier. Say the word and we conjure up images of the American west in the early 1800s or a daunting field of study… Read More »
Over the past few months, financial markets have been rather anxiety-prone and the analysis of todays’ key issues has comforted in decision to overweight equities MARKET ANALYSIS Our positioning is driven by our response to the following three major issues. The first issue concerns how soon the U.S. Federal Reserve… Read More »
Low interest rates may not cure a fever – they may in fact raise a patient’s temperature to life threatening status I’m not what you would call a “prayerful” type of guy. Even at 30,000 feet, when the air gets rough, I never invoke the “God” word, settling instead for… Read More »
ETF Securities Research and Roubini Global Economics -
The eurozone is in the midst of a cyclical rebound thanks to lower interest rates, the weaker euro, reduced fiscal “drag” in some countries, lower oil prices and other factors, but threats abound Heatmap: Roubini’s End-2016 GDP Growth Forecasts for Europe (%) Source: Roubini Global Economics Greece Rudely InterruptsUntil the… Read More »
Costs under scrutiny and new competition from non-traditional players. Lamanna (SSGS): “Asset managers reshape the product mix around new client’s needs and look for acquisitions” Costs under scrutiny. Clients that want “more bang for their buck”. And competition that is also intensifying, not just from traditional rivals, but from tech-savvy… Read More »
Jesper Koll, WisdomTree Investments’ chief executive officer in Japan, recently visited the Japanese prime minister’s offices and met with several senior decision makers I recently visited the Japanese prime minister’s (PM) offices and met with several senior decision makers to get a first hand update on what lies ahead now… Read More »
State Street Global Exchange released the results of the State Street Investor Confidence Index® (ICI) for July 2015 The Global ICI decreased to 114.6, down 12.5 points from June’s revised reading of 127.1. Confidence among North American investors decreased with the North American ICI falling 20.6 points to 122.6, down… Read More »
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