178 insights found
31 October 2019
Dude, where’s my yield?
Dividend investing in Eurozone equity markets
23 October 2019
October Investment Strategy - Re-balance sheet policy
With some progress on the trade war and Brexit, some tail risks are receding. But we are far from resolution.
10 October 2019
US repo rate surge
Tensions in short-term funding markets in September suggest a fundamental scarcity of reserves.
08 October 2019
Five reasons to consider China as a standalone asset allocation
The accelerating integration of China into the world’s financial market will have a profound impact on how global investors allocate capital.
20 September 2019
Global effects of China’s balance of payments shift
A by-region assessment of the implications of China’s structural shift
18 September 2019
Central and Eastern Europe defying gravity?
Central and Eastern Europe (CEE) economies have proved resilient so far. They remain nevertheless sensitive to the slowdown in world trade, given their high degree of openness.
17 September 2019
Bank of Japan wary of deeper negative interest rates
The Bank of Japan (BoJ) will hold its monetary policy meeting on 19 September. Amid rising expectations for rate cuts by the US Federal Reserve and European Central Bank, we do not expect the BoJ to ...
10 September 2019
China: source of tectonic shifts in global finance
China’s integration into the world will reshape the global financial system much like its economic integration did to the global economy.
05 September 2019
UK reaction: UK government loses control of Brexit
Last night saw a series of votes that appeared to sketch out the shape of the next phase of the Brexit process. On Tuesday night, Parliament voted by a majority of 27 to seize control of the Parliame ...