All Europe articles – Page 90
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White papersEuropean Research Monthly Update: April 2017
Loan sales maintain attractive non-prime yield spread
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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.
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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.
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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.
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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.
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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.
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White papersAsia’s markets appear set to withstand US rate rises
Bond and currency markets have strong fundamentals and look ready to ride the US interest rate cycle comfortably.
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White papersAsian fund passports’ slow progress
While passports are likely to accelerate growth in the local fund industry, national interests are hindering their development.
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White papersDoes increased financial market uncertainty strengthen the case for UK property?
2016 threw many challenges at the investment market, as a succession of economic and unexpected political events became harsh realities.
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White papersIn Credit: Prague-matic central bank removes currency cap
A combination of mixed US economic data, Trump’s missile strike in Syria, headlines around the US and North Korea and news of attacks in Russia and Sweden all served to keep a lid on core government bond yields over the week.
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White papersCross Asset Investment Strategy: April 2017
The Trump effect, the Brexit effect, and the impact of European elections… What if everyone – or nearly – were wrong?
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White papersBirmingham – a driver of growth in the knowledge-based economy
Birmingham is well-positioned to exploit the change in the role of cities as economic drivers, with demand for space in the office market likely to remain robust.
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White papersValue beyond the gateway markets: Q1 2017
Investors should expand their horizons beyond the usual gateway markets of London, Paris and Berlin, based on our three-step analysis
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White papersFrench Presidential Elections: French public debt - liquid and safe
France’s debt-to-GDP ratio stabilized until 2015, slightly under the threshold of 100%.
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White papersIn Credit: You can check out any time you like...but can you ever leave?
Deutsche Bank notes that global economic surprises have reached a six and a half year high globally, which continues to support risk assets.
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White papersNavigating MiFID II: Winning in the new regulatory environment
With only eight months until the Markets in Financial Instruments Directive (MiFID II) comes into effect on 3 January 2018, everyone across the industry has their heads down working hard on solutions to the challenges and opportunities presented by the new regulation.
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White papersAre Europe’s dog days over?
Boasting a broadly improving macroeconomic environment, the prospects for Europe are on the turn. What’s more, the investment case for the region is too good to ignore, explains Ian Ormiston, manager of the Old Mutual Europe (ex UK) Smaller Companies Fund.
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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.
