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Tag "political"

A climate-aware US ushers in a new era for clean energy

A climate-aware US ushers in a new era for clean energy

🕔08:14, 22.Jan 2021

The election of Joe Biden as the new US President places the world’s biggest economy back at the heart of international efforts to limit global warming. The Democrats’ environmental agenda is as bold as they come. A pledge to re-join the Paris Climate Accord within …

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Alternative Strategies For A Democratic U.S.Congress

Alternative Strategies For A Democratic U.S.Congress

🕔08:18, 18.Jan 2021

As we go to press, it looks likely that Democrats will also run the Senate, in addition to the White House and the House of Representatives. With expectations that this will translate into greater fiscal stimulus in the near-term, bond

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Weekly Market Recap

Weekly Market Recap

🕔10:00, 2.Jun 2020

Optimism about the gradual reopening of the global economy seemed to be the primary driver of sentiment last week. As restrictions on public gatherings continued …

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Conceputalizing a Paris-Aligned Climate Index for the Eurozone

Conceputalizing a Paris-Aligned Climate Index for the Eurozone

🕔09:35, 26.Feb 2020

On the brink of irreversible climate change, a combination of ground- breaking datasets and index innovation is emerging, through which investors will have the choice to align their investments to a future climate scenario compatible with mitigating catastrophic global warming

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Looking into 2020 with Hermes

Looking into 2020 with Hermes

🕔17:23, 24.Feb 2020

2020 Outlook  2020 will be another uncertain year. Brexit will rumble on, bringing further volatility and polarising the UK political dialogue; China and US relations will remain tense and concern markets, despite a possible partial trade deal being secured before

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Trump impeachment is likely, but impact on financial markets would be short-lived

Trump impeachment is likely, but impact on financial markets would be short-lived

🕔15:46, 16.Oct 2019

Impeachment process: The Democratic Party has announced the opening of an impeachment inquiry against President Donald Trump following revelations that he pushed Ukrainian President Volodymyr Zelenskiy to investigate the son of Democratic opponent Joe Biden. The impeachment process is long

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US President Impeachment Process: Key Things To Know

US President Impeachment Process: Key Things To Know

🕔14:41, 16.Oct 2019

WHAT Impeachment is a procedure envisaged by the US Constitution under which all civil officers shall be removed from office on impeachment for, and conviction of, treason, bribery, or other high crimes and misdemeanours. The term "high crimes and misdemeanors”

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European elections: a pivotal time

European elections: a pivotal time

🕔05:00, 30.May 2019

Due to take place on 23-26 May, the European Parliamentary (EP) elections are approaching fast. The final results will be communicated in the evening of 26 May At the time of writing, if polls are correct (1), the two mainstream

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Our Brexit scenarios and market impact: just 10 days to go?

Our Brexit scenarios and market impact: just 10 days to go?

🕔14:02, 20.Mar 2019

A third vote on the Brexit withdrawal agreement appears to be off the table We analyse two potential scenarios and their likely market impacts A long extension looks most likely, but the risk of a no-deal Brexit still looms

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Brexit: an agreement is now more likely, but be aware of a no deal risk, not priced in

Brexit: an agreement is now more likely, but be aware of a no deal risk, not priced in

🕔13:00, 13.Mar 2019

Investment Talks Developments and scenarios ahead: This is probably the most decisive week for Brexit and the situation is still rapidly evolving. Last night, Mrs. May and Mr. Juncker announced an agreement on the most controversial part of the Brexit

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2019 emerging market elections: The who’s who and the so what…

2019 emerging market elections: The who’s who and the so what…

🕔02:01, 8.Feb 2019

Research & Strategy Insights As many democratic systems have emerged across developing countries, investors have had to be particularly vigilant around political events, such as presidential and general elections. In numerous emerging markets (EM), election years have historically coincided with

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UK Parliament rejects Brexit deal

UK Parliament rejects Brexit deal

🕔04:01, 24.Jan 2019

The UK Parliament has voted against UK Prime Minister (PM) Theresa May’s Brexit deal outlining terms for the UK’s departure from the European Union (EU). The defeat for PM May was substantial, losing by 432 to 202 votes. A government

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BlackRock geopolitical risk dashboard

BlackRock geopolitical risk dashboard

🕔02:12, 19.Jan 2019

We are upgrading the likelihood of three of our geopolitical risks, even as overall market attention to geopolitics has edged down recently. We see geopolitical risk as a material market factor in 2019, especially in an environment of slowing growth

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Organisations’ preparedness for Brexit: an internal audit perspective

Organisations’ preparedness for Brexit: an internal audit perspective

🕔14:34, 21.Dec 2018

More than two years after the Brexit referendum, the UK will be leaving the European Union on 29 March 2019. Due to its complicated nature, Brexit has the potential to be a major disruptor to business as more than 40

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Brexit is not about compromise

Brexit is not about compromise

🕔02:02, 20.Dec 2018

UK political uncertainty has increased. The government withdrew a key vote on the Brexit Withdrawal Agreement. This was followed a by a leadership challenge, that Prime Minister May saw off 200-117. The European Court of Justice (ECJ) separately ruled that

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Brexit: Where do we stand and what should investors expect?

Brexit: Where do we stand and what should investors expect?

🕔17:02, 28.Nov 2018

Investment Talks Where we stand and possible scenarios ahead: After the EU approval of Brexit deal, we are going to pass through some tough times until the UK parliamentary vote on Brexit Withdrawal Agreement in December. UK Parliamentary ratification of

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Uk – Brexit Update

Uk – Brexit Update

🕔17:02, 28.Nov 2018

Flash Note Theresa May’s cabinet has approved her divorce deal with the European Union (EU). A few cabinet secretaries have resigned, including Brexit Secretary Dominic Raab because the deal keeps the UK in a transitory ‘customs union’ with the EU,

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Beyond Brexit – A new partnership with the EU for the asset management industry

Beyond Brexit – A new partnership with the EU for the asset management industry

🕔17:02, 28.Nov 2018

Problem: Technology has improved our standard of living, but the rapid pace of development has created ethical dilemmas for companies, impacted many users and overwhelmed regulatory bodies. § Development: Facebook’s Cambridge Analytica scandal is an obvious example of an ethical

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Brexit: What It Means for Investment Management

Brexit: What It Means for Investment Management

🕔17:02, 28.Nov 2018

This paper analyses the implications of the United Kingdom’s decision to exit the European Union—“Brexit”—for the investment management industry. It serves as a guide for investment professionals. The Brexit process began when the UK government exercised Article 50 of the

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Weekly Economic Commentary

Weekly Economic Commentary

🕔14:03, 22.Nov 2018

This year’s Veteran’s Day/Remembrance Day observance was especially poignant, as it marked the 100th anniversary of the armistice that ended World War I. The occasion prompted a number of historical remembrances, one of the best of which can be found

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UK cabinet approves draft Brexit deal

UK cabinet approves draft Brexit deal

🕔03:08, 16.Nov 2018

The cabinet of the UK government has backed a draft withdrawal treaty outlining terms for the UK’s departure from the European Union (EU). This ends months of uncertainty over whether or not the UK and EU could agree the exit

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U.S. Midterm Elections

U.S. Midterm Elections

🕔15:02, 8.Nov 2018

Investment Srategy Key takeaway: In the midterm election Democrats win the House and the GOP (Grand Old Party) strengthens its position in the Senate.  Possible scenarios ahead: We believe there are two paths that could emerge between the Democratic

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US Midterm election: A divided Congress opens two possible scenarios

US Midterm election: A divided Congress opens two possible scenarios

🕔14:03, 8.Nov 2018

Investment Talks Key takeaway: In the midterm election Democrats win the House and the GOP (Grand Old Party) strengthens its position in the Senate.  Possible scenarios ahead: We believe there are two paths that could emerge between the Democratic leadership

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What U.S. midterms mean for markets

What U.S. midterms mean for markets

🕔01:07, 7.Nov 2018

Weekly Commentary U.S. midterm elections this week could result in a shift in the balance of power in Washington, but are unlikely to bring any near-term policy shifts. Global equities took a breather after last week’s selloff, but Mexican assets

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Een verkenning van trends en risico’s op de financiële markten

Een verkenning van trends en risico’s op de financiële markten

🕔14:33, 1.Nov 2018

Trendzicht 2019 In AFM Trendzicht signaleert de AFM belangrijke trends en bijbehorende risico’s in de financiële sector. Het vroegtijdig signaleren en begrijpen van veranderingen in de sector draagt bij aan een effectieve, vooruitblikkende en preventieve toezichtaanpak. In deze eerste editie

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Brazilian elections: Lights and shadows on the horizon

Brazilian elections: Lights and shadows on the horizon

🕔14:04, 1.Nov 2018

Investment Talks The outcome: The expected outcome of the presidential election occurred, with right-wing candidate Jair Bolsonaro (PSL) winning vs the leftist Fernando Haddad (PT). Post the first round, Bolsonaro appeared to be the favourite, based on discontent with established

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Election outcome is first hint of impending political risks

Election outcome is first hint of impending political risks

🕔03:03, 1.Nov 2018

Week Ahead US – Trump looks at mid-term elections US Fed – No interest rate hike next week EA – 3Q GPD growth disappoints 

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Would ‘hard Brexit’ be hard for CEE as well?

Would ‘hard Brexit’ be hard for CEE as well?

🕔04:03, 25.Oct 2018

Brexit to have negative impact on long-term growth Cut in EU funds to be negative for investment in CEE Inflow of migrants from CEE to UK is likely to be smaller in years to come 

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Brexit – still bordering on the ridiculous

Brexit – still bordering on the ridiculous

🕔15:04, 17.Oct 2018

Brexit issue to be discussed at EU summit from 17-18 October Core issue remains over how to solve problem of Irish border UK faces real risk of crashing out in March without a deal 

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Bavarian elections: European political landscape continues to evolve

Bavarian elections: European political landscape continues to evolve

🕔15:04, 17.Oct 2018

Investment Talks The outcome: The election result in Bavaria marked the defeat of the conservative CSU, which lost its absolute majority, and of its junior ally, the SPD. An increase in political fragmentation emerged from the election, with the Greens

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Braziliaanse verkiezingen: plannen pensioenhervorming bepalend voor de markten

Braziliaanse verkiezingen: plannen pensioenhervorming bepalend voor de markten

🕔11:06, 16.Oct 2018

Investment View De verkiezingen in Brazilië komen op een moeilijk moment, met de presidentskandidaten onder zware druk van de markt om met een geloofwaardig plan te komen om het begrotingstekort te verkleinen. Als de volgende president, die in oktober gekozen

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Price dislocations lead to a rise in contrarian views

Price dislocations lead to a rise in contrarian views

🕔11:02, 15.Oct 2018

Cross asset investment strategy monthly october 2018 Price dislocations lead to a rise in contrarian views Us midterm election: potential economic agenda and market implications

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Price dislocations lead to a rise in contrarian views

Price dislocations lead to a rise in contrarian views

🕔09:26, 3.Oct 2018

Investment Views The hot summer in emerging markets (EM) has been a key investor theme in the third quarter of this year. While the ongoing US/China trade tensions continue to weigh on investor sentiment, the sequence of country-specific stories (Turkey,

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Doing good and making money

Doing good and making money

🕔03:04, 25.Sep 2018

Tariffs are up, but so are risk assets​ The US announced tariffs of 10% on USD 200bn of Chinese imports, effective 24 September. And China retaliated with 5–10% tariffs on USD 60bn of US imports. Yet risk assets shrugged off

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Swedish blues

Swedish blues

🕔03:03, 12.Sep 2018

By the time this editorial is published, we should have a good idea of the final results of the Swedish general elections. Initial exit polling suggests that, much like the Dutch elections last year, populist forces have not exactly achieved

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Italiaanse politici kalmeren markten

Italiaanse politici kalmeren markten

🕔14:03, 11.Sep 2018

Investment Highlights ̴week 36 Italië lijkt eieren voor haar geld te kiezen. Diverse Italiaanse politici stelden de financiële markten gerust dat het begrotingstekort binnen de perken zal blijven. Eerder dreigde de Italiaanse regering de Europese begrotingsregels nog aan haar laars

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The dominance of politics: investment implications

The dominance of politics: investment implications

🕔09:33, 30.Aug 2018

Global Investment Views  Concerns about trade continue to take centre stage. While US assets have so far been resilient amid escalating protectionist rhetoric, markets targeted by tariffs are under pressure. We still don’t believe a full trade war is likely

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What’s attractive among emerging market assets?

What’s attractive among emerging market assets?

🕔02:03, 28.Aug 2018

For investors who remain underallocated to EM USD-denominated sovereign bonds, this is a good time to look through the noise and rebalance.  There is no denying that emerging market (EM) assets have underperformed developed market counterparts year-to-date. Reading the financial

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Beijing’s policy predicament

Beijing’s policy predicament

🕔02:03, 28.Aug 2018

The US may try to contain China's industrial advancement by using trade barriers, but in the end it cannot stop China's ascent up the valueadded industrial ladder.  The US administration has asserted that its trade engagement with China is about

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Risico van Turkije beperkt, andere factoren drukken op aandelenmarkten

Risico van Turkije beperkt, andere factoren drukken op aandelenmarkten

🕔10:14, 22.Aug 2018

Investment View De economische problemen van Turkije en oplopende spanningen met de Verenigde Staten waren de afgelopen dagen volop in het nieuws. Dit zorgde wereldwijd voor meer risicoaversie bij beleggers, terwijl het vertrouwen in opkomende markten is afgenomen. Gezien de

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Turkey crisis – between hysteria and facts

Turkey crisis – between hysteria and facts

🕔03:10, 21.Aug 2018

Lasting global implications from lira drop seem unlikely Following a massive decline that reached its peak to date at the beginning of the week, the Turkish lira’s exchange rate levelled off, meaning that the losses could be compensated for partially.

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CEE Market Insights

CEE Market Insights

🕔03:10, 21.Aug 2018

Market outlook While the Turkish lira gained a lot last week, volatility is still high, as it remains unclear what exact short-term steps could come after the Finance Minister told investors last week that he is committed to macroeconomic and

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From headlines to fundamentals

From headlines to fundamentals

🕔02:02, 21.Aug 2018

Regional view – United Kingdom "Broadly speaking this quarter's earning season hasn't been as good versus expectations as other quarters, but nor has it been particularly weak" ​ I have spent a bit of time in recent weeks assessing the FTSE

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Seeing the Forest for the “T’s”

Seeing the Forest for the “T’s”

🕔02:02, 21.Aug 2018

Regional view – United States Don't lose sight of the big economic picture, which is positive, by getting caught up in day-today market headlines, which often aren't Alliteration is one way to describe recent news headlines: Tariffs, Turkey, Tesla, Trump,

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Is global financial contagion from Turkey justified?

Is global financial contagion from Turkey justified?

🕔02:02, 21.Aug 2018

Regional view – Emerging Markets As the crisis intensified, the assets most punished have been those of the "usual suspects" – economies like Turkey that have large funding gaps and are politically constrained.  The reaction of global financial markets to

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Earnings strength bodes well for stocks

Earnings strength bodes well for stocks

🕔02:08, 14.Aug 2018

BII Global weekly commentary We see corporate earnings strength, particularly in the U.S., extending through year-end, as upbeat guidance signals company confidence The Turkish lira hit record lows amid rising worries about Turkey’s fragile economy, sending jitters across emerging markets

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The charm offensive

The charm offensive

🕔02:04, 14.Aug 2018

"…we shouldn’t be surprised if the theoretical deadlines for reaching an agreement come and go over the next couple of months unmet."  With the holiday season upon us, one would have hoped that the interminable Brexit process would have made

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Should investors worry about the tumbling yuan?

Should investors worry about the tumbling yuan?

🕔02:04, 14.Aug 2018

1. US earnings strength overshadows market risks 2. The Chinese yuan looks vulnerable, but not yet a global problem 3. Idiosyncratic political risks highlight the benefits of diversification Is the Eurozone recovering its momentum? The initial GDP reading for the

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Will China drop the ball(s)?

Will China drop the ball(s)?

🕔02:04, 14.Aug 2018

With ample government support, China's economy should withstand the domestic and external obstacles it faces and continue growing in accordance with Beijing's plan for a gradual slowdown. Chinese policymakers are performing one of the greatest juggling acts the world has

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Politics and protectionism may restrain economic momentum

Politics and protectionism may restrain economic momentum

🕔01:03, 12.Aug 2018

Capital Markets Outlook During the second quarter, relatively little has changed with regard to the path of the Trump administration’s trade policy. A 25% tariff on $34 billion of imports from China is planned for July 6, and China is

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Our expert #Norman_Villamin explains why he prefers mining stocks over bank stocks for betting on a cyclical recovery. Find out more in his interview with @RohnerFuW from @FuW_News.

US data was better than expected last week with a pick-up in manufacturing (see #ChartoftheWeek), services and housing, plus further easing on the jobless claims front. A good start for the 46th president of the US. Read more in our Fixed Income roundup: https://bit.ly/3iV8xCr

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out beginning in late-December, Israel and the United
Arab Emirates (UAE) have led ..." -> https://www.opiniopro.com/2021/01/ubp/vaccines-israel-and-the-uae-show-the-way-forward/ by @UBP_Group

Vaccine rollouts are likely to take longer than expected, says UBP's expert @carcasall. Watch his interview on @BloombergTV to find out what this means for the economic recovery. http://bit.ly/210126-casanova

Which societal changes may become the new normal post-COVID? And how might you position your portfolios for the future? Join us 1/28 for a webinar discussion. CE Credit is available for #CFP and #CIMA designations. https://bit.ly/2YeYHC0

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