All Commodities articles – Page 15
-
White papersFive reasons to hold technology stocks
Technology breakthroughs herald a new era in the way we live, work and relate to each other.
-
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 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 papersAsset Allocation Monthly: May 2017
We have recently increased our equity rating to favour from neutral on the back of lower political risk and positive earnings developments.
-
White papersThe emerging markets cloud receding
As US rhetoric on trade protectionism softens, investors are focusing on emerging markets’ fundamental attractions once more as productivity improvements and fast-growing young populations are driving superior economic growth.
-
White papersHow should investors approach US infrastructure?
Improving and expanding US infrastructure involves more than building roads and bridges.
-
White papersTrumponomics: What could go right?
When it comes to policy, there are things that can go right and things that can go wrong – particularly so with Trumponomics.
-
White papersTrump unnerves Asia
The new US administration’s trade and foreign policy threatens to unsettle relations with Asia-Pacific nations. It is commonplace to say that the election of President Donald Trump has created uncertainty and nervousness among both US’s allies and its rivals.
-
White papersSoutheast Asia’s credit stability
Credit rating agencies are optimistic that Southeast Asian countries will weather the fallout from developments in other regions. Southeast Asia appears vulnerable to several forces it can do little to control.
-
White papersShenzhen-Hong Kong Stock Connect opens for traffic
Offering a bridge for international investors accessing China’s ‘new economy’, policymakers are confident in Stock Connect’s future. China’s recent policy initiatives to attract international investors to its equities markets have struggled.
-
White papersIndonesia’s reforms gather momentum
Jokowi’s administration is making progress and pleasing investors in a region troubled by political controversies. Expectations were high when Joko Widodo won Indonesia’s presidential election in 2014.
-
White papersHow China rules the waves
FT investigation: Beijing has spent billions expanding its ports network to secure sea lanes and establish itself as a maritime power. Pakistan’s Arabian Sea port of Gwadar is perched on the world’s energy jugular. Sea lanes nearby carry most of China’s oil imports; any disruption could choke the world’s second-largest economy.
-
White papersAsian fund passports’ slow progress
While passports are likely to accelerate growth in the local fund industry, national interests are hindering their development.
-
White papersAsset Allocation Monthly: March 2017
Global equity markets are near all-time highs, bond markets are relatively calm, and currency volatility is reasonably low.
-
White papersFrench elections: what to expect should Le Pen prevail
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.
-
White papersTackling the ‘unknown unknowns’: how active managers manage unforeseen risks
The best active managers never resort to blaming events seemingly outside of their control for poor performance. Rather, they work harder to overcome such hurdles, listening to a wide range of views, inviting challenge and working closely with others to refine their process so as to retain that all-important edge.
