Dude, where’s my yield?

Dude, where’s my yield?

🕔17:33, 31.Oct 2019

Dividend investing in Eurozone equity markets Equities are currently a rare liquid asset class in the euro area with yields on aggregate close to 3.1%. Current levels are close to their five-decade average, last observed in 2016 (Exhibit 1). This

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Brexit extension will ease uncertainty looming on UK assets

Brexit extension will ease uncertainty looming on UK assets

🕔16:33, 31.Oct 2019

Recent developments and next steps: Following the three-month extension granted to the UK by the EU on 28 October and the newly announced snap election, the most likely outcome is that the Withdrawal Agreement signed on 17 October between the

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Global transformation: tackling climate change in five charts

Global transformation: tackling climate change in five charts

🕔16:10, 31.Oct 2019

Addressing climate change is not only going to transform the global economy, it’s going to divert trillions of dollars of investment every year. So, what does this mean for investors? The 2015 Paris Agreement was a milestone in the battle

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Economic and Strategy Viewpoint November 2019

Economic and Strategy Viewpoint November 2019

🕔15:04, 31.Oct 2019

Profits outlook poses a challenge for US equities The next crisis? Fiscal policy: lessons from Japan

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How Low Can the Fed Go?

How Low Can the Fed Go?

🕔14:04, 31.Oct 2019

30 October 2019 Today’s rate cut to 1.75% by the Federal Open Market Committee has been a foregone conclusion. A still-uncertain global environment mixed in with sluggish readings from ination indicators and the manufacturing sector seemed enough for another “midcycle

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Recent Expansions To Wealth-X’s Global Database Has Uncovered New Wealth In China

Recent Expansions To Wealth-X’s Global Database Has Uncovered New Wealth In China

🕔12:55, 31.Oct 2019

The opportunity is even greater than we had previously assumed During 2019 Wealth-X completed a significant expansion to its dataset on the wealthy in China. We identified nearly 270,000 wealthy Chinese individuals, growing our total dataset by more than 22%

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Disciplined process keeps delivering as wider risks rise

Disciplined process keeps delivering as wider risks rise

🕔11:56, 31.Oct 2019

As the Threadneedle Global Multi Asset Income Fund chalks up five years, we are proud of its continuing success in delivering a sustainable yield with capital growth over the longer term Back in March 2014 the then chancellor George Osborne

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What Happened to Corporate BBBond risk?

What Happened to Corporate BBBond risk?

🕔10:55, 31.Oct 2019

 Fixed Income Perspectives News of negative rates in the U.S., recessionary fears, and U.S.-China trade negotiations continue to grab headlines. However, on the stage of doom and gloom, one actor is noticeably absent: Unsustainable leverage on corporate balance sheets. It

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Expert Investor Asset Class Research Participant Report

Expert Investor Asset Class Research Participant Report

🕔09:46, 31.Oct 2019

Q3 '19 Netherlands fund selector asset class sentiments  This report shows the forward-looking investment intentions of fund selectors, asset allocators and portfolio constructors in the Netherlands. In all graphs below, the y-axes (typically marked ‘net buyers’) shows the % of

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Global Equity Ratings

Global Equity Ratings

🕔08:41, 31.Oct 2019

Preferred Sectors: Health Care, Technology and Consumer

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Bond rally reflects economic uncertainty

Bond rally reflects economic uncertainty

🕔07:36, 31.Oct 2019

Q4 2019 | Fixed Income Outlook Global growth has cooled in 2019 as trade conflicts have taken a toll on international manufacturing, investments, and financial markets. Despite multiple headwinds, the likelihood of a recession — while rising — remains relatively

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How Well Do Americans Understand Money?

How Well Do Americans Understand Money?

🕔17:56, 30.Oct 2019

Who controls our money? The developed world depends on money in one form or another. We pay bills, put food on the table, and add to the quality of our life with it. But how well does the average person

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Brexit ‘Article 50’ deadline extended

Brexit ‘Article 50’ deadline extended

🕔16:52, 30.Oct 2019

EU agrees to extend Brexit deadline The European Union (EU) has agreed in principle to extend Article 50 of the Lisbon Treaty. This delays the UK’s scheduled departure from the European Union (EU) that was due to occur on 31

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Emerging Markets Charts & Views

Emerging Markets Charts & Views

🕔15:46, 30.Oct 2019

A tug of war between weaker growth and looser policies Emerging economies have faced a backlash in the last few months as a consequence of the global economic weakness and the uncertainty related to global trade. This weighed on the

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Buybacks – A multi-perspective review and thoughts on best practices for company buyback policies

Buybacks – A multi-perspective review and thoughts on best practices for company buyback policies

🕔14:46, 30.Oct 2019

US share buybacks are near record levels in absolute dollar terms and incrementally the discussion has shifted from academic finance journals to political stump speeches. Given the impact of the 2018 tax cuts and the upcoming 2020 US Presidential election

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Insurance-Linked Securities: Esg-Positive Investments

Insurance-Linked Securities: Esg-Positive Investments

🕔13:37, 30.Oct 2019

Investors are increasingly considering the environmental, social and governance (ESG) properties of their portfolios, say John Seo and Joanna Syroka of Fermat Capital Management. They believe insurance-linked securities (ILS) are aligned with positive ESG attributes which could help protect and

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Buybacks – A Multi-Perspective Review And Thoughts On Best Practices For Company Buyback Policies

Buybacks – A Multi-Perspective Review And Thoughts On Best Practices For Company Buyback Policies

🕔12:37, 30.Oct 2019

US share buybacks are near record levels in absolute dollar terms and incrementally the discussion has shifted from academic finance journals to political stump speeches. Given the impact of the 2018 tax cuts and the upcoming 2020 US Presidential election

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Emerging Markets Debt: Managing Idiosyncratic Risks, Capitalizing On Opportunities

Emerging Markets Debt: Managing Idiosyncratic Risks, Capitalizing On Opportunities

🕔12:13, 30.Oct 2019

Political upheavals, economic deterioration, and commodity-price turmoil. Investors used to perceive these idiosyncratic risks as a hallmark of investing in emerging markets (EM) debt. But emerging markets have come a long way since then. In aggregate, these countries are now

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The loss of momentum is losing momentum

The loss of momentum is losing momentum

🕔11:08, 30.Oct 2019

Eurozone business confidence stabilised in October according to preliminary data. The Markit PMI for manufacturing was unchanged at 45.7. Still nothing to write home about, of course, but it could have been worse. PMI data have not been released for

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Institutional Quarterly China Chartbook – 4Q19

Institutional Quarterly China Chartbook – 4Q19

🕔10:05, 30.Oct 2019

Growth momentum decelerated more notably in 3Q. The rebound in IP & consumption growth in September from the rapid decline in July-August may not sustain. Although September TSF and M2 growth exceeded market expectation, the rebound may have largely been

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Importance of country focus grows as EM rally cools

Importance of country focus grows as EM rally cools

🕔09:03, 30.Oct 2019

The emerging-markets debt sector is up sharply for the year, despite a weaker third quarter. With the rally cooling, all EM factors – exchange rates, local-currency interest rates, sovereign and corporate spreads – appear to offer value. Spillover effects in

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Farewell to Draghi

Farewell to Draghi

🕔07:58, 30.Oct 2019

Mario Draghi's last press conference as president of the ECB focused on general questions relating to his term of office. There was nothing new on monetary policy. Draghi pointed out that the decisions on an extensive monetary easing through various

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Is the EM debt rally for real?

Is the EM debt rally for real?

🕔06:38, 30.Oct 2019

EM debt has rallied amid a perceived easing of trade tensions. Scott explains the investing implications. One beneficiary of a perceived easing in the U.S.-China trade conflict: EM debt, which has rallied recently and outperformed developed market peers. We see

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US interest rate fantasy should run out of steam

US interest rate fantasy should run out of steam

🕔17:35, 29.Oct 2019

The US Fed’s FOMC will meet next week to decide on interest rates. Due to Brexit, which will probably not have been resolved by then, and the uncertainties that are associated with it, we expect a further rate cut, which

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Don’t Overpay to Be Defensive

Don’t Overpay to Be Defensive

🕔16:29, 29.Oct 2019

When defensive equity positions become more appealing, stocks that exhibit lower-risk attributes, including low beta stocks and stocks in traditionally defensive sectors, can become expensive. Risk measures are not sufficient to construct a defensive portfolio; valuation is also important, as

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