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Review of markets over 2019

Review of markets over 2019

🕔15:02, 9.Jan 2020

Last Christmas, the markets gave investors a fright. This year, to save us from tears, the central banks gave us something special. Equity markets delivered fantastic returns in 2019. The MSCI World Index was up 28%, led by US equities

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Stocks In 2019: What A Difference One Year Makes

Stocks In 2019: What A Difference One Year Makes

🕔09:06, 8.Jan 2020

In 2018, earnings were growing at double-digit rates, while equity markets were trading down. In 2019, however, earnings stagnated, and equities rose substantially.  What a year! From today's point of view, market comments from one year ago are a fun

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Our Tactical And Strategic View

Our Tactical And Strategic View

🕔13:04, 7.Jan 2019

Investment Traffic Lights  Global equities have had a miserable final quarter, as have many other asset classes. A forerunner for significantly worse times or exaggerations amid higher uncertainties? We suspect the latter.

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This too shall pass

This too shall pass

🕔13:02, 17.Dec 2018

Uncommon truths 2018 has been a difficult year for asset allocators, especially those based in USD. Investors are less confident than a year ago, which may be a good sign. Much depends on the economic cycle.

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Year-end review and 2019 outlook

Year-end review and 2019 outlook

🕔11:02, 10.Dec 2018

Back to Reality 2018 has been a disappointing year for investors. After the stellar investment returns of 2017, perhaps it was always likely to feel this way. As the Goldilocks economic environment of 2017 gave way to a more difficult

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Learnings From Lehman Brothers

Learnings From Lehman Brothers

🕔13:02, 15.Sep 2018

Weekly Economic Commentary September 15, 2008, is a day that I will never forget. I was working for the Federal Reserve at that time, based in Chicago. My office phone rang early that morning: it was my counterpart at the

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2017 Review And 2018 Outlook

2017 Review And 2018 Outlook

🕔11:02, 15.Jan 2018

Investment Strategy For global equity markets 2017 can be summed up in two facts. Firstly, realised and implied volatility fell to historic lows in the main asset classes and currency zones. For example, realised volatility in the US equity market

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2017 — The Year in Review

2017 — The Year in Review

🕔14:13, 12.Jan 2018

Strategy Espresso In 2017, `risk-on’ asset classes fared well as markets were buoyed by the synchronised global recovery. At the time of writing, it is widely expected that all OECD countries will post positive growth for 2017. Central banks played a

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Een sterk jaar voor de economie en markten

Een sterk jaar voor de economie en markten

🕔09:20, 4.Jan 2018

De wereldeconomie bereikte in 2017 zijn beste conditie in meer dan een decennium. De bedrijfsinvesteringen trokken aan door de versnellende winstgroei en het toenemende vertrouwen, terwijl opkomende markten deelden in het groeiherstel van de ontwikkelde markten. Zo ontstond een breed

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Lessons from 2017

Lessons from 2017

🕔13:02, 2.Jan 2018

Weekly Commentary We draw lessons from a year that saw surprisingly large returns, including on the role of steady growth, low volatility and political risk. Major developed market central banks raised their 2018 growth forecasts last week, while several emerging

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Year-end review and 2018 outlook

Year-end review and 2018 outlook

🕔04:08, 15.Dec 2017

Investment Outlook It’s been another good year for investors with strong returns having been delivered across a broad range of asset classes and investment strategies during 2017. Some commentators will no doubt have been surprised by this positive outcome. At

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Lessons from 2017

Lessons from 2017

🕔17:02, 14.Dec 2017

Lesson 1 – the madness of crowds The multiplying frenzy surrounding bitcoin is being fed by little more than price momentum (Figure 1). There has been no commensurate (or even perceptible) change in the fundamental prospects of the crypto-currency this

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Featured Events & Webinars

  1. T. Rowe Price – Webinar – What will a new era bring for Japan?

    October 7 @ 10:00 - 10:30

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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/

According to the new edition of the #PPIFutureBook, there are now 14.6 million DC savers in the UK. Of these, 10.3 million employees were enrolled automatically, nearly twice as many as in 2015 (5.4 million). @PPI_Research #pensions #definedcontribution https://bit.ly/2SakPKM

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