With hindsight, the decision of Prime Minister May to hold a snap election backfired spectacularly. A populist surge, similar to what we saw in the UK Referendum or the US and French elections, saw voters respond to Mr McDonnell’s economic policies, and to Mr Corbyn’s authenticity. This combined with growing… Read More »
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 »
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 »
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 »
S&P Global Ratings said today that the outcome of the French presidential elections should have no immediate impact on the ratings on France (unsolicited AA/Stable/A-1+). On May 7, 2017, Mr. Emmanuel Macron was elected as the next president of the French Republic. Mr. Macron’s economic policy agenda during the election… Read More »
Christophe Bernard -
Donald Trump’s move to the White House has raised expectations of a radical economic overhaul. But now the 45th president of the United States is learning the hard way that getting things done in Washington can be an excruciating affair. This holds true even though the Republicans control US Congress.… Read More »
Bob Gach -
For 2017, the overarching watchword is “acceleration” As accenture’s ninth annual top 10 challenges series goes to print, investment banks continue to confront three massive realities: An unsustainable cost base Continued evolution of regulatory demands Evolving promises and challenges of digital technologies It is also worth noting that even with… Read More »
Results of the first round of the presidential election see Emmanuel Macron and Marine Le Pen making it to the final, gaining 23.9% and 21.4% of the vote respectively. For the first time in six decades, both mainstream parties were eliminated in the first round, highlighting a sentiment of change… Read More »
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