Why we’re in the early innings of a secular bull market

Why we’re in the early innings of a secular bull market

🕔20:57, 22.aug 2019

IN BRIEF Stocks are widely viewed as expensive and over-owned. According to the current consensus, the market has had extremely strong returns and, as a result, future returns will be disappointing. We firmly reject that perspective.  We believe that a

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Latin America Watch

Latin America Watch

🕔19:34, 22.aug 2019

Growth forecasts revised down In view of the steadily escalating trade war, we further reduced our growth forecasts for both industrialised countries and emerging markets last month. As well as the global challenges, many Latin American countries are also contending

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Lower rates for longer

Lower rates for longer

🕔18:33, 22.aug 2019

Dovish guidance from the European Central Bank (ECB) has erased the prospect of higher rates in the foreseeable future and led to significant repricing of bank equities on consensus earnings downgrades. Romain Miginiac, Credit Analyst at Atlanticomnium, explains why the

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Tweet Trumps Fed

Tweet Trumps Fed

🕔17:47, 22.aug 2019

In June we asked which had more clout with investors, the Federal Open Market Committee (FOMC) or President Trump’s tweets. This month we got the answer: tweet trumps Fed. At its July policy meeting, the FOMC cut the fed funds

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Rise Of The Megatrends

Rise Of The Megatrends

🕔17:28, 22.aug 2019

For active fund managers, outperforming stock markets, particularly in the US, can be challenging. GAM Investments’ Julian Howard believes one way investors might realistically outperform equity markets going forward is by accessing three structural growth ‘megatrends’: technology, sustainability and emerging

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Jobs aren’t enough

Jobs aren’t enough

🕔17:09, 22.aug 2019

US unemployment has fallen to historic lows and job creation remains robust. GAM Investments’ Larry Hatheway considers what is behind this jobs phenomenon and its longer-term economic implications.

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Doesn’t Feel Good

Doesn’t Feel Good

🕔16:03, 22.aug 2019

View from the Bond Market Bond yields have plunged this summer. The cyclical slowdown and a wall of political worries has created a surge in demand for safe assets. Investors are trying to figure out what it all means. Will

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What is thematic investing?

What is thematic investing?

🕔14:59, 22.aug 2019

The trends that change the world should change our investments. That’s the view taken by Pictet Asset Management, a global leader in thematic investing and manager of John Hancock Global Thematic Opportunities Fund. Despite their hopes to build strong long-term

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The U.S. dollar at a crossroads: Estimating fair value

The U.S. dollar at a crossroads: Estimating fair value

🕔14:46, 22.aug 2019

Global macro matters In the 12 months following July 2014, the U.S. dollar (USD) soared 20% amid falling oil prices and further monetary easing in Japan and Europe. As USD appreciation tightened global financial conditions, world industrial production growth declined

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Making sense of the US yield curve

Making sense of the US yield curve

🕔13:55, 22.aug 2019

The 10-year US Treasury yield recently dropped below that of the two-year for the first time since 2008. While this is often a harbinger of economic gloom, we do not expect an imminent recession although the pressure on the Fed

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US-China Trade Deal Hopes Fade With a Weaker Yuan

US-China Trade Deal Hopes Fade With a Weaker Yuan

🕔12:50, 22.aug 2019

The fall in the value of the Chinese yuan against the US dollar and the Trump administration’s subsequent designation of China as a “currency manipulator” opened a new front in the US-China trade dispute, but one that came hardly as

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What do low (and falling) US interest rates mean for real estate and securitised credit investors?

What do low (and falling) US interest rates mean for real estate and securitised credit investors?

🕔11:45, 22.aug 2019

Most real estate assets are financed with mortgages, and the 10-year US Treasury yield is a common benchmark for interest rates on mortgage loans. With the 10-year Treasury yield at 1.7% and the Federal Reserve (Fed) lowering short term rates,

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Beyond the yield curve: Other economic indicators to watch

Beyond the yield curve: Other economic indicators to watch

🕔10:41, 22.aug 2019

Last week, the US Treasury yield curve, specifically the spread between the 10-year US Treasury rate and the 2-year US Treasury rate, briefly inverted. An inverted yield curve is considered to be a good predictor of recession, and so markets

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Factor Investing Works (Despite What Some May Say)

Factor Investing Works (Despite What Some May Say)

🕔09:35, 22.aug 2019

Don’t fall for claims by highly respected asset managers that factor-based investing isn’t working. Factor-based strategies have outperformed capitalization-weighted indices over long time horizons. The May 28, 2019, Institutional Investor article, Why Factor Investing Isn’t Working, began by noting, “Pension

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Market turbulence, explained

Market turbulence, explained

🕔07:24, 22.aug 2019

Mike shares his thoughts on how to make sense of the recent market turbulence – and what it means for investing. Global markets went on a wild ride last week amid deepening risk-off mood. Perceived safe-haven assets such as gold

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