All Active articles – Page 16
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White papersDivided we stand...?
US yields finished marginally lower after being on the higher side for much of the week.
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White papersAsset Allocation Update: The three tensions grabbing investor attention
Much of October was a brutal month for financial assets.
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White papersSocial momentum: How the bond market has an eye on the future
Just over a decade ago, in 2007, the iPhone made its debut, Tesla unveiled its first electric car, and the England football team returned home to the new Wembley stadium.
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White papersIn Credit: The sun shines on Brazil?
Core US bond yields drifted higher again last week with volatility in Europe centred upon the Italian bond market once again.
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White papersExpect a rise in volatility from a ‘no-deal’ Brexit
Amid growing speculation that the UK could be heading towards a ‘no-deal’ Brexit, market watchers agree that this would be disruptive for UK markets. But the impact on European markets is likely to be more varied.
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White papersItaly would have better prospects in a new financial crisis
Credit agency Cerved predicts the country is better placed to withstand a crisis than it was in 2008, with the pharmaceutical, tech and supermarket stocks looking most resilient.
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White papersItaly’s outlook clouded by populist policies
While the new government’s economic policies appear expansionary, a lack of clarity over how they will be paid for means investors may face turbulent months ahead.
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White papersReinvigorating the Mittelstand
Germany’s small- and medium-sized companies have been at the core of its economic success story, but now their fortunes depend on their ability to adapt to mounting pressures.
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White papersWhy Spanish bond markets are celebrating divergence from Italy
The country tackled its economic problems earlier than its Mediterranean counterpart.
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White papersWill a sweltering summer heat up interest in responsible investment?
After exceptionally high temperatures, drought, floods and wildfires, will this catalyse investment in strategies that target climate-related risks and opportunities?
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White papersHow to access tech stocks in Europe
The US has “FAANGs” – major global technology brands that dominate the market – while Asia has “BATTs”.
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White papersTrade talk and Fed policy
Recent changes to US trade policy mark a significant departure from the trend toward lower tariffs which has been in place since the 1930s.
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White papersAn old-fashioned emerging markets crisis
The recent plunge in Turkey’s lira has once again put emerging markets at the forefront of investors’ minds.
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White papersPrecarious protection: why trade tariffs won’t hold back the disruptors
Disruptive innovation is one of the defining trends of the 21st century.
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White papersOctober volatility: It’s about discount rates not cash flows
The recent move in markets has been savage, with major stock indices all deeply in the red.
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White papersSICAV (GIS) SRI Ageing Population Celebrating 3 years of success!
What have been the most important lessons learned in terms of the performance to be obtained from this investment theme, SRI approach (Socially Responsible Investment), and stock-picking strategy, since GIS SRI Ageing Population (the Fund) was launched three years ago?
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White papersEmerging or submerging? For investors, that is the question
The world is not just changing, it is being reinvented. Shanghai perhaps, is the epitome of the transformation that we are witnessing. The Bund and its stunning art deco architecture are still there, but across the river, the old fishing village of Pudong has been turned into a forest of magnificent skyscrapers. It is China’s hypermodern interpretation of a 21st century Manhattan.
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White papersUK equities: Mid-year Review
While UK equities had a more volatile first quarter, sterling weakness helped the FTSE 100 outperform the broader market.
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White papersEuropean equities: Mid-year Review
Political risk in Europe bubbled up once more this year, with uncertainty in Italy and Germany.
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White papersUS equities: Mid-year Review
The US entered the year on a high, but markets were unsettled by President Trump’s bout of protectionism in announcing an initial $50 billion of tariffs.
