Insights Hub
977 insights found
21 September 2016
US trade protectionism is bad for Emerging Markets
Trade-unfriendly policies expressed by the two leading US presidential candidates in the run-up to elections create uncertainty for EM exporters.
13 September 2016
Market Thinking - A view from the equity market
After the unusual calm of August it seems clear that the decision makers have returned from the beach and decided to take some risk off the table in what looks like a co-ordinated shrinking of levera ...
09 September 2016
US equities – Risks skewed to the downside
Positive sentiment versus flat earnings growth and rich valuations.
01 September 2016
Hunting for Yield or Hunting for Growth?
Income-oriented retirees can benefit from exposure to higher dividend yield stocks, even at the expense of dividend growth.
03 August 2016
September and Eastern promises
BoJ’s comprehensive assessment is fuelling expectations as well as confusion.
01 July 2016
IPO ‘FOMO’: Equity Investors’ Fear of Missing Out
Are US public equity investors losing out on opportunities because “good” companies are choosing to remain private?
05 January 2016
When the outlook is poor, anything can generate high volatility
Geopolitics likely to keep equity markets sensitive.
18 March 2016
With a little help from policy makers
Post rally, equity allocation trimmed to underweight.
15 January 2016
EMs: Riding the commodities' roller coaster
International commodity prices have been falling at double-digit rates since mid-2014 with long lasting consequences for EM commodity exporters' growth.
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