With longevity rising in OECD countries, funding for one’s retirement period is proving to be increasingly difficult by requiring more individual saivngs.
Recent events have seen a sharp reversal of market trends, with the PBOC cutting benchmark interest rates and the ECB’s tightening of financial conditions.
We believe the relative attractive valuation for Asian equities provides downside support and positions Asia in a “sweet spot”. External factors also play a role.
Portfolio rebalancing is occurring slowly. This shows that the effects of QE are happening gradually, and not that QE is having a less desired impact.
Assets managed by official institutions have risen significantly in recent years making them a powerful force in financial markets. A […]
We are more than a quarter of the way into the year which has promised much in the way of […]
There is a clear consensus on mankind’s activities being the main source of climate change. Yet the energy industry – […]
Weaker-than-expected US data in Q1 and broadly lower sovereign yields has fixated fixed income investors on how the FOMC will react to the recent data.
Spring is here. Equity markets are soaring, the euro is falling. It would appear that the European Central Bank (ECB) […]
Investors who have been inclined to dismiss listed real estate as an attractive asset class since the financial crisis should […]
When it comes to renewable energy, many investors are being put off by three myths that could lead them to […]
US economic data—which had already been trending weaker—came in even worse than expected on Friday, April 3, with a disappointing […]
Since the end of the Bretton Woods exchange rate regime in 1973, the US dollar has undergone protracted periods of […]
Will the recent decline in inflation impact the path of US monetary policy rates in the near term? Inflation has […]
The National Association of Pension Funds (NAPF) held its annual investment conference on 11-12 March 2015 in Edinburgh. The NAPF […]
What’s hot: a report from our men at the Joint Spring Seminar with Inquire UK at the Coombe Abbey Hotel […]
On March 18, the Federal Open Markets Committee (FOMC) statement came in firmly in line with market expectations, with the […]
The efficient market hypothesis (EMH), which posits that market prices fully reflect all available information, has inspired a lot of […]