Research Blast It feels like a different era whereby every conversation around the UK commercial real estate market evolved around the topic of Brexit. Following the outbreak of COVID-19 in Europe, the issue was hardly mentioned. But as transactions in
Stocks had a poor start to last week, as concerns over the worsening of the pandemic in several states as well as a new outbreak in Beijing seemed to continue weighing on sentiment. The market then rebounded late Monday following
Weekly Market Recap Stocks started last week strong, helped by news of encouraging early test results for a possible coronavirus vaccine. Moderna Therapeutics announced that its …
Weekly Market Recap Stocks recorded their worst day of last week on Wednesday, with the S&P 500 touching its lowest level in three weeks. Many attributed the sell-off to a speech by Federal Reserve Chair Jerome Powell, in which he
The ECB has to deal with a nasty form of circularity: doubts on its capacity to break its self-imposed limits – further fueled by the recent decision of the German Constitutional Court – trigger bond offloading in some of …
Global Matters Weekly Financial losses come in many shapes and forms and investors rightly spend a considerable amount of time worrying about them but managing loss aversion poorly can make the longterm outcome even worse. It is important to pick
Insights – Global Macro Trends Every crisis has its human element, and how everyone responds to the problem at hand is usually what is most remembered. In 1939, on the verge of World War II, for example, the British government
We are living in extraordinary times. Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC discusses his new view on the world, through his old contrarian lens. He explains some of the changes he
Bank of England cuts rates at emergency meeting… Amid increasing challenges to the UK growth outlook and financial market turmoil on the back of the global COVID-19 outbreak, early on 11 March the Bank of England (BoE) announced an emergency
Investment Insights In brief The UK retirement industry is on course for meaningful changes in 2020. We observe the following forces as continuing to shape it: ■ Low bond yields and a lower-returning investment environment ■ The continued rise in
2020 is begonnen met de ondertekening van een gedeeltelijk handelsakkoord door de VS en China. Wat een verschil in een jaar tijd! De handelsoorlog die heel 2019 heeft gewoed, de aandelen uit de groeilanden naar beneden heeft getrokken en de
Chart of the Week Starting tomorrow, February 1, 2020, the United Kingdom (UK) will no longer be a member of the European Union (EU). More than 40 years after joining, majority of UK voters have decided that their countries' future
Asset Allocation update What a difference a year makes. After a bruising 2018, last year allowed investors to capture the second-best return on a blend of global equities and long-dated bonds in 30 years. For stocks it was also a year of
Key Messages 1. Lessons from the US-Iran conflict. Last week, Iran executed its announced retaliation, firing missiles against US military bases in Iraq. Oil prices jumped 5% and S&P 500 futures pointed to a 1.7% lower start to the day
Yesterday’s results imply Mr. Johnson will ‘get Brexit done’. However, his plan to get a trade agreement done by the end of 2020 is likely to hit some snags. Indeed, the hard work begins now, and even a bare-bones agreement
The Conservative Party under Boris Johnson secured a much bigger win in the election than polls had suggested. At the time of writing (1 seat outstanding), the Conservative looked on track to secure 365 seats and a majority of 80. This
The near-term impact of the election result has been positive for markets, but what are the longer-term implications for the UK as a destination of global capital? Fidelity Global Special Situations Fund Manager Jeremy Podger gives his view on the
Since the 2016 EU referendum, the UK equity market has felt like the land that time forgot. Greater clarity over Brexit and UK politics should not only spur an immediate stock market rally but also encourage a longer-lasting reappraisal of UK-listed companies.
Global investment views At the beginning of 2019, all eyes were focused on Europe, not only because of the risk of a Hard Brexit, but also because of the open crisis between the Italian government and the European Commission. The situation
Compass In this quarter’s publication, we focus on Europe – in particular to see if it is still an attractive place to invest despite the apparent headwinds. Europe can often appear a somewhat unwitting victim of events outside of its
The UK votes in a general election on 12 December. Polls point to a Conservative victory, but another hung parliament is also possible In any case, the risk of a disorderly Brexit is now very low With a Conservative majority,
The outcome of the 12 December UK General Election could allow the UK to finally settle the issue of leaving the European Union (EU). This could be by passing the current negotiated Tory deal, choosing another deal under a Labourled
The first release of UK GDP for the third quarter shows the economy avoided a technical recession. Real GDP growth was 0.3% quarter-on-quarter compared to -0.2% in the second quarter, although the latest figure did disappoint consensus expectations of 0.4%.
Matthew Townsend and Sara Feijao of Allen & Overy LLP explain how climate change has risen to be a key concern for large listed companies and the reporting regime with which companies need to comply in the UK. There is
The UK’s deadline for leaving the European Union has once again been delayed and another general election is on the way in December, but what does this mean for the currency markets? Despite Boris Johnson’s best efforts to force his
"#US #Policy-makers looking for a plan B" -> https://www.opiniopro.com/2020/07/axa/us-policy-makers-looking-for-a-plan-b/
"#Stocks began last week on a strong note" -> https://www.opiniopro.com/2020/07/t-rowe-price/stocks-began-last-week-on-a-strong-note/ #weekly #market #recap
"The rising #challenge of #sustainability #fraud" -> https://www.opiniopro.com/2020/07/opiniopro-selection/the-rising-challenge-of-sustainability-fraud/
"Lessons from Japan" -> https://www.opiniopro.com/2020/07/financial-partners/lessons-from-japan/
"#US #Presidential #Election Comes into Focus" -> https://www.opiniopro.com/2020/07/ubp/us-presidential-election-comes-into-focus/
