Measuring the market impact of geopolitics

Measuring the market impact of geopolitics

🕔16:26, 11.Sep 2019

Geopolitical risk is on the rise and investors will increasingly need to take it into account in the coming years. Our analysis looks at how it can impact portfolios and what investors can do about it in terms of strategy.

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Why growth remains valuable

Why growth remains valuable

🕔16:11, 11.Sep 2019

Russ describes the reasons why growth stocks can still outperform value. People will always prize what is scarce. Given an increasingly erratic trade dispute, low to negative interest rates and softening economic growth, investors are justifiably putting a premium on

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How trade wars are weakening the BRICs

How trade wars are weakening the BRICs

🕔15:31, 11.Sep 2019

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

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Investing in a 50:50 World

Investing in a 50:50 World

🕔14:36, 11.Sep 2019

Speed read China-US trade deal has been delayed, expect more volatility Look for structural changes: China stimulus and global IT supply chains Best opportunities remain outside of the US, as long as we have a trade deal 

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Argentina update: Q&A with EM debt investment analyst

Argentina update: Q&A with EM debt investment analyst

🕔13:44, 11.Sep 2019

Argentina’s currency and financial markets have experienced a sharp selloff in recent weeks. Emerging markets (EM) debt investment analyst and portfolio manager, Steve Backes, gives his take on why market sentiment has soured, whether capital controls will bring stability and

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Weekly Market Update: Lift to Global Equities, European Easing Expected

Weekly Market Update: Lift to Global Equities, European Easing Expected

🕔12:45, 11.Sep 2019

Global equities began last week on poor footing following weak manufacturing data and more tariffs including the U.S. implementing 15% tariffs on about $125 billion of Chinese goods and China issuing 5%-10% tariffs on some U.S. imports including crude oil

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Rentebesluit ECB, hoe zat dat ook alweer?

Rentebesluit ECB, hoe zat dat ook alweer?

🕔12:38, 11.Sep 2019

Donderdag 12 september komt de ECB  naar buiten met haar maandelijkse rentebesluit naar buiten. De verwachting is dat de rente zal worden verlaagd, maar zal dit de “markt” tevreden houden? Dit is op zich een vreemde vraag want het is

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Germany may well already be in recession

Germany may well already be in recession

🕔11:45, 11.Sep 2019

German Industrial production (IP) fell again in July. If IP stabilises over the rest of the summer, over the third quarter (Q3) the quarterly decline would reach 1.6%, only marginally less bad than in Q2 (-1.9%). This makes the Bundesbank’s

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Central Banks Take the Wheel to Manage Growth Across Asia ex Japan

Central Banks Take the Wheel to Manage Growth Across Asia ex Japan

🕔10:54, 11.Sep 2019

One of the key economic trends we’ve observed this year in the Asia ex Japan region is the synchronous lowering of policy rates from a broad range of central banks. That’s in contrast to a series of rate tightenings last

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Why the ECB cannot exclude QE and why it needs to be big

Why the ECB cannot exclude QE and why it needs to be big

🕔09:59, 11.Sep 2019

ECB View: A policy package excluding large-scale QE will not close the inflation gap – Market doubts about whether QE will be included in the ECB’s stimulus package in September have built over recent days and have helped to fuel

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