All Currency articles – Page 8
-
White papers
Daisuke Nomoto: Japan - more tailwinds than headwinds for 2018
With GDP on a sustained growth track, supported by structural reforms and the Bank of Japan’s accommodative monetary policy, we maintain a positive outlook for the region.
-
White papers
Dara J. White: Emerging Markets Outlook for 2018
Emerging markets have previously performed well in periods of rising rates, so while the macro dynamics from the US and elsewhere could be seen as a threat, they shouldn’t necessarily blow EMs off course.
-
White papers
Reaction: Italian election
The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.
-
White papers
House View: 2018 Outlook
Our global growth outlook for 2018 is strong. The broad-based, synchronised upswing that began a year ago shows no signs of easing up, with above-trend growth expected to extend from the major G7 economies to the emerging markets in 2018.
-
White papers
Is it too quiet as we head into 2018?
As we look forward to 2018, there’s an illusion of calm in financial markets. But this doesn’t mean that nothing is going on. In fact, opposing forces are simply cancelling each other out.
-
White papers
Technology and ‘mega-trends’ to drive US equity performance
US equities have outperformed global equities since the beginning of the recovery because the US economy was initially the sole engine of global growth, as European countries wrestled with the Eurozone crisis.
-
White papers
Asia’s new era of sustainable growth
The huge Chinese economy is experiencing a ‘second awakening’ under President Xi Jinping, with a strong agenda for supply-side reforms and an emphasis on sustainable macroeconomic growth.
-
White papers
The UK’s demise is overstated
UK equities reached all-time highs in 2017, but relative to world stocks (in US dollar terms) they were laggards.
-
White papers
Japan: three reasons for a positive outlook
In recent weeks we further raised our allocations to Japanese stocks, with near-term catalysts.
-
White papers
Currency Management: The Case for Value Investing
William Blair’s Dynamic Allocation Strategies team explains how it has made significant use of dynamic currency management in the pursuit of its investment performance objectives.
-
White papers
The long unwinding road of quantitative easing
The reasons for using QE and its effectiveness have been argued at length and this article aims not to discuss whether or not QE has worked, but to look at the likely next steps of central banks and how these could impact markets.
-
White papers
Asset 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 papers
The 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 papers
How should investors approach US infrastructure?
Improving and expanding US infrastructure involves more than building roads and bridges.
-
White papers
Trumponomics: 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 papers
Trump 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 papers
Southeast 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 papers
Shenzhen-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 papers
Indonesia’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.