On the 28-29 October, the FOMC held their monthly meeting. Steven Friedman reviews the FOMC minutes.
The Great Financial Crisis has shone a light on the value of flexible portfolio management, which is capable of dynamically adjusting itself to the twists and turns of the market cycle.
Japan’s leader has called snap elections in a bid to give his Abenomics push for growth fresh momentum, but markets have greeted the gambit with caution
The start of Shanghai-Hong Kong Stock Connect, known as the through-train to equity investing in China, holds numerous opportunities for early adapters
How convertible bonds fit into an investor’s asset allocation, and the characteristics they share with straight bonds and equities.
This time around, our Charts of the Week focus on the decline in real interest rates, which have this year reached remarkably low levels. It’s a trend that naturally begs the question “why?”
The Bank of Japan stepped up to the plate and unexpectedly raised its pro-growth and pro-inflation asset buying, boosting local stocks and sapping the yen.
What is the FOMC view on the US outlook? Its concern over downside inflation risks is limited. Dollar gains and cheaper commodities allow it to be patient in raising rates
In this video, Skander Chabbi describes the convertible bond market’s growth prospects and outlook. Today it is a good time […]
The narrow re-election of President Dilma Rousseff was followed three days later by a surprise rate hike by the Brazilian central bank. Financial markets now await a clearer sense of policy direction which upcoming policy declarations and cabinet nominations should provide.
This week, our chart looks at the balance sheet of the ECB, and the task facing the ECB as it looks to expansion despite disinflationary pressures.
In our view, India has an equity market that, especially when compared with those of the other BRIC economies, is particularly well structured towards converting economic growth into shareholder value.
Inflation has fallen significantly in the eurozone this year, forcing the ECB to announce a series of measures to head off deflation. So far, though, there is little sign of an end to the disinflationary trend.
Scheduled for launch this quarter, Shanghai-Hong Kong Stock Connect will mark a major step in Beijing’s overall plan to accelerate renminbi and financial market liberalisation
In this video, Skander Chabbi tells us where the flows into the asset class come from, why it makes sense […]
So far, the extent of recent market turmoil in risk assets has not exceeded the limits seen in other selloffs during the bull market. We see it as an opportunity to increase global equity exposure and reduce holdings of government bonds.
The week of 13-17 October saw a marked rise in volatility across financial markets, price declines on a wide range of risk assets and investor flight into safe havens such as US Treasuries and German bunds.
Wednesday 15 October 2014 saw a very volatile day in financial markets, highlighting the rapidly changing global economic environment