Weekly Market Recap
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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Tag "political"
Conceputalizing a Paris-Aligned Climate Index for the Eurozone
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
Looking into 2020 with Hermes
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
Trump impeachment is likely, but impact on financial markets would be short-lived
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
US President Impeachment Process: Key Things To Know
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”
European elections: a pivotal time
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
Our Brexit scenarios and market impact: just 10 days to go?
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
Brexit: an agreement is now more likely, but be aware of a no deal risk, not priced in
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
2019 emerging market elections: The who’s who and the so what…
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
UK Parliament rejects Brexit deal
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
BlackRock geopolitical risk dashboard
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
Organisations’ preparedness for Brexit: an internal audit perspective
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
Brexit is not about compromise
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
Brexit: Where do we stand and what should investors expect?
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
Uk – Brexit Update
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,
Beyond Brexit – A new partnership with the EU for the asset management industry
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
Brexit: What It Means for Investment Management
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
Weekly Economic Commentary
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
UK cabinet approves draft Brexit deal
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
U.S. Midterm Elections
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
US Midterm election: A divided Congress opens two possible scenarios
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
What U.S. midterms mean for markets
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
Een verkenning van trends en risico’s op de financiële markten
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
Brazilian elections: Lights and shadows on the horizon
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
Election outcome is first hint of impending political risks
Week Ahead US – Trump looks at mid-term elections US Fed – No interest rate hike next week EA – 3Q GPD growth disappoints
Featured
Investors need to manage risk to take a breather and observe the shifting global economy, says our expert #Norman_Villamin in the Hong Kong Economic Times. Read on.
First of its kind biodiversity tool for investors announced - via @AdviserVoice https://www.adviservoice.com.au/2020/09/first-of-its-kind-biodiversity-tool-for-investors-announced/
