- Category: Trends
- Created: Tuesday, 28 February 2017 15:41
- Written by LMF La mia finanza
The way investors think about emerging markets has been evolving—along with the markets themselves.
What is the common point between President Donald Trump and largest hedge fund manager in the world, Ray Dalio from Bridgewater?
A congested political calendar this year, with elections in the Netherlands, France, Germany and possibly Italy in the next few months, together with renewed uncertainty over the Greek bailout programme and the UK's decision to leave the European Union, have led investors to pay increasing attention to political developments in Europe.
When adequately structured and if correctly monitored within a commonly accepted framework, synthetic securitisation or risk-sharing transactions are a positive tool for the banking sector
S&P Global Fixed Income Research estimates that $9.6 trillion in rated corporate debt is set to mature globally through 2021.
Investors believe that Republican tax proposals would be dollar positive. If that were to be the case, some obvious beneficiaries would be overseas earners in markets such as the Eurozone and Japan. However, the analysis is complex and we are not convinced that the dollar has much more upside.
Donald Trump’s economic program is neither inconsistent nor unpredictable.
A number of major political and economic events shaped financial markets in 2016, forcing investors to navigate a landscape of heightened volatility. But with uncertainty likely to continue through 2017, GAM’s investment managers have identified some unique investment opportunities that go against the grain.
Financial markets' attention has understandably been focused this past week on the U.S. presidential inauguration ceremony and the first economic decisions that could be announced by the new administration.