736 insights found
28 January 2020
Rosenberg Global Equities Perspectives
Global equities had a strong final quarter of the year, with the MSCI World Index advancing 8.3% in dollar terms, the announcement of a ‘Phase One’ trade deal between the US and China and a reduction ...
24 January 2020
The logic of responsible investing comes from its appeal “of doing the right thing”. If responsible investing reduces risks and contributes to better outcomes, then it is beneficial to individuals an ...
22 January 2020
January Investment Strategy - Reining in animal spirits
The world economy is breathing better but is not ready for a sprint.
20 January 2020
How to de-risk your fixed income allocation whilst aiming to maintain an attractive yield ?
Nicolas Trindade, Senior Fixed Income Portfolio Manager, explains why a global short duration strategy appears so appealing right now given geopolitical risks amid global slowdown.
17 January 2020
It’s been a very solid start to the year. The “risk” dial has been turned down and investors seem happy to be in the momentum trade. The Q4 earnings season is underway and the optimists will point to ...
16 January 2020
Bank of England signals January rate cut
• Five members of the Bank of England’s Monetary Policy Committee have expressed dovish caution recently, suggesting a near-term easing would be appropriate if economic conditions weaken.
15 January 2020
Regulatory Capital Transactions
The RegCap transactions market has transformed into a full-fledged alternative investment opportunity that is being strategically utilised by issuers and investors alike.
15 January 2020
US-China: A silver lining in a strained relationship
A sudden rise in tensions has cast a dark shadow over Sino-US relations. While the trade war has been the most eye-catching instance, increased “decoupling” has also occurred in areas of technology, ...
10 January 2020
Growth better, returns maybe not
Lower global interest rates and renewed central bank balance sheet growth helped deliver great returns across bonds and equities in 2019.