All Commentary articles – Page 157
-
White papersHong Kong faces an unstable future
China’s increasing control of Hong Kong’s political and economic activities raises concerns about the territory’s role as financial hub.
-
White papersThailand adapts to a new normal
The military government has ambitious plans to reshape the country’s economy as well as its constitution.
-
White papersIs China’s economy turning Japanese?
Three decades after Tokyo’s property bubble burst, causing severe damage, there are fears that Beijing faces a similar fate.
-
White papersCross Asset Investment Strategy: July 2017
FOMC members plan to reduce the Fed’s balance sheet this year and gave recently some precisions about how they will do.
-
White papersGlobal Investment Views: July 2017
CIO views: High conviction ideas from Amundi Global Investment Committee
-
White papersClimate change: calibrating the thermometer
Climate change is becoming a defining theme of the global economy.
-
White papersSizing Up Markets - and Your Investment Strategy
Today’s risks are clear: stock valuations are high, credit spreads are tight and interest rates remain low. A modest tilt toward return-seeking assets still makes sense. But investors should also be willing to look beyond traditional stocks and bonds.
-
White papers
The beginning of India’s transformation
Events in 2017 confirm that that India is at a turning point, with Narenda Modi’s reformist BJP party winning a sweeping victory in the state of Uttar Pradesh.
-
White papersArgentina: the ‘emerging’ emerging market
Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.
-
White papersWhy the active vs. passive debate is largely moot for European insurers
Insurance companies typically have reasonably static portfolios, which change little from year to year.
-
White papersPutting clients first as Brexit begins
The Brexit negotiations will determine the shape of the UK’s future relationship with the European Union, setting out the structural framework within which asset managers and other businesses will need to operate.
-
White papersWhy investors need a multi-layered approach to risk
The experiences of the 21st century have sent investors in different directions. Low equity returns since the turn of the millennium have prompted a search for new sources of risk, yet the traumatic experience of the 2008-2009 financial crash have also exposed the limitations of traditional measures.
-
White papers
Cyclical Entry Point In Recovery
In the Q1 2018 Market Commentary, “Cyclical Entry Point in Recovery,” GTIS Research covered the perfect storm of policy errors and external factors that created the current recession, the ensuing recovery, and the outlook on the economy and real estate market. Policy errors under the previous administration coupled with extraordinary factors led to Brazil’s worst economic crisis in recent history.
-
White papersEconomic Insights: June 2017
The nine years since the summer of 2007 were anything but normal. There was a nearly constant stream of financial crises: emanating first from the United States, then the Eurozone, and then from China’s stock market meltdown and surprise devaluation.
-
White papersPalm oil, the environmental dilemma
Palm oil, used mainly and on a massive scale today by the agri-food and cosmetic industries, is severely criticised.
-
-
White papersFive Ways Populism Could Impact Investors
Economic insecurity, social insecurity and political ineffectiveness: these developments have fed a resurgence of populist policies in many regions of the world. We think there’s potential for major impacts on global capital markets.
-
White papersCross Asset Investment Strategy: June 2017
Can global trade, which has declined sharply over the past decade, contribute to accelerating growth with consumption, investment and fiscal and tax policies?
-
White papersAsset Allocation Update: UK earnings forecasts unchanged despite headwinds
Developments in the UK have led us to renew our focus on the region in recent weeks, amidst the start of Brexit negotiations and the general election.
-
White papersHow the Populist Wave Could Reshape Policy
Populism is here—and it isn’t going away. The ideology can come from either side of the political spectrum, and it can have a big impact on policy, the macroeconomic landscape and—ultimately—how we invest today.
