Weekly Market Update: Global Equities Gain

🕔22:43, 3.May 2019

Equities Gain, U.S.-China Talks Progress Global equities moved slightly higher as a weaker dollar helped power emerging markets, while speculative media reports suggest that a tentative U.S.-China trade deal is imminent.  

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Are the robots coming to take our jobs and ruin our pensions?

Are the robots coming to take our jobs and ruin our pensions?

🕔16:55, 3.May 2019

I have a dystopic vision of robots and computers making investment decisions and trading stocks, bonds, and currencies, while hordes of ragged former portfolio managers, analysts, and brokers roam the decrepit streets of the City and Wall Street shouting about

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Barometer: Beware of exuberance

Barometer: Beware of exuberance

🕔12:21, 3.May 2019

The S&P 500 hit all-time highs in April with investor optimism fuelled by rising corporate margins. But we remain underweight US stocks, and are instead attracted to the better growth prospects and valuations of emerging markets. Net profit margins in

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The Path-Dependent Nature of Perfect Withdrawal Rates

The Path-Dependent Nature of Perfect Withdrawal Rates

🕔11:03, 3.May 2019

Financial planning for retirement is a combination of art and science. The problem is highly multidimensional, requiring estimates of cash flows, investment returns and risk, taxation, life events, and behavioral effects. Reduction along the dimensions can simplify the analysis, but

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Market Attributes: U.S. Equities April 2019

Market Attributes: U.S. Equities April 2019

🕔11:03, 3.May 2019

MARKET SNAPSHOT It took 215 days—the longest wait since the July 2016 417-day wait (guess I shouldn’t mention the 1,997-day wait from October 2007 to March 2013, much less the 9,146-day drought between 1929 and 1954)—but the S&P 500 returned

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Primer on municipal bonds: What investors need to know (PDF)

Primer on municipal bonds: What investors need to know (PDF)

🕔11:02, 3.May 2019

The 21st century belongs to Asia, and China and India in particular. The region’s economies are undergoing a dramatic transformation, powered by technological prowess and the 4-Ms which characterise Asian consumers: millennial, middle-class, metropolitan and mobile-enabled. Nowhere else can match

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Signs of Euro Zone Stabilization

Signs of Euro Zone Stabilization

🕔11:02, 3.May 2019

▪ Although U.S. real private sector final demand slowed significantly in Q1 to 1.3%, the business and consumer sectors remain on solid ground amid the late-quarter rebound in retail sales and durable goods orders, near-record low weekly unemployment claims, and

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Private equity in Asia, driven by China and India, presents investors with an unparalleled investment opportunity

Private equity in Asia, driven by China and India, presents investors with an unparalleled investment opportunity

🕔11:02, 3.May 2019

The 21st century belongs to Asia, and China and India in particular. The region’s economies are undergoing a dramatic transformation, powered by technological prowess and the 4-Ms which characterise Asian consumers: millennial, middle-class, metropolitan and mobile-enabled. Nowhere else can match

Read Full Article
Global Economic Outlook

Global Economic Outlook

🕔11:02, 3.May 2019

The economic slowdown that began in late 2018 has started to stabilize. Trade tensions and policy uncertainty took a toll on confidence and financial markets late last year, but both seem less threatening today. Financial conditions have eased as major

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Guide to the Markets

Guide to the Markets

🕔11:02, 3.May 2019

Guide to the Markets ® U.S. | | MARKET INSIGHTS 2Q 2019 As of April 30, 2019

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Review of markets over April 2019

Review of markets over April 2019

🕔11:02, 3.May 2019

After a strong first quarter, risk assets continued their rally in April. Equity markets climbed across the regions, while high yield spreads narrowed further. This year’s rebound has been driven by accommodative central banks, the expectation of a recovery in

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New Research: Institutional Investments Likely to Increase over Next 5 Years

New Research: Institutional Investments Likely to Increase over Next 5 Years

🕔11:02, 3.May 2019

What do institutions really think about digital assets? We talk with different types of institutions all the time and we hear any number of individual perspectives and investment theses. But we still want to know, do they understand the transformative

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Market Bulletin Fixed Income: Why all the negativity?

Market Bulletin Fixed Income: Why all the negativity?

🕔11:02, 3.May 2019

Sluggish global growth, muted inflation and dovish central banks have seen bond yields fall sharply around the world. Currently, 28% of global government debt has a negative yield. Investors should be cautious of holding government bonds at very low yield

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Picking up China

Picking up China

🕔11:02, 3.May 2019

Despite the recent resurgence of growth worries, we maintain the view we expressed in February that Chinese growth will accelerate this year. This should be supportive for fixed income risk assets, especially if higher growth feeds through to other regions. 

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There Is No Substitute for Hard Work – Or LIBOR

There Is No Substitute for Hard Work – Or LIBOR

🕔11:02, 3.May 2019

The London Interbank Offered Rate, or LIBOR, is an estimate of a bank’s cost for unsecured borrowing. It was created in 1969 to facilitate the creation of floating-rate loans. By the 2000s, the volume of securities and derivatives tied to

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Economic and Strategy Viewpoint May 2019

Economic and Strategy Viewpoint May 2019

🕔11:02, 3.May 2019

Are stock markets heading for a melt-up? With equity markets strengthening and the Fed on hold there is talk of a surge, or melt-up in markets. Signs of economic recovery, low inflation and easier central bank policy in Europe and

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Still some juice left, but not much

Still some juice left, but not much

🕔10:21, 3.May 2019

Equity markets have remained buoyant in recent weeks: the S&P 500 is trending towards an all-time high, the European equity market (STOXX 600) is close to last year’s peak and the performances of emerging markets have also been very strong.

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Who Will Lead the World Economy?

Who Will Lead the World Economy?

🕔10:18, 3.May 2019

US vs. EU vs. China – USD vs. EUR vs. RMB When we talk about leadership, we also talk about rivalry… and 2018 was undoubtedly a particularly emblematic year of rivalry, especially between the United States and China, and to

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Short Note US Fed

Short Note US Fed

🕔04:07, 3.May 2019

FOMC disappoints expectations of rate cut As expected, the FOMC (the US Fed's interest-determining body) did not make any changes at yesterday's meeting. The committee continued to see continued economic growth, a strong labor market and an inflation rate close

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Forex News

Forex News

🕔04:03, 3.May 2019

Forex news The latest data confirms our expectation that the EURUSD should have bottomed out in the course of the second quarter and that the euro should gain some ground by the end of the quarter. Economic growth in the

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