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Asset Allocation Update - MAY 2019 download
Cash flows and discount rates have moved in opposite directions over the past six months, and discount rate moves have triumphed. Take the year so far. Equity cash flows, proxied by earnings growth expectations1, have weakened across each major equity bloc or region, shifting horizontally to the left in Figure 1. Yet stock market returns have risen – moving up vertically – apparently shrugging off the weaker cash flow picture.
Much of October was a brutal month for financial assets.
Amid background noise such as ongoing trade skirmishes involving the US, the evolving Chinese economy and geo-political tensions, we have spent time analysing recent market movements and the implications for risk assets.
Mark Burgess looks at what a Le Pen presidency could mean for France, Europe and the broader global landscape and argues that the immediate reaction of markets is likely to be a spike in volatility for French assets due to the uncertainty of what is to come.
[Summary] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through download
While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation. Alison Jefferis argues that it’s time to embrace bold change to redress the balance as the industry is missing out on a deep pool of talent and resources.