All Global articles – Page 145
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White papersCross Asset Investment Strategy: May 2017
The purpose of this article is to present the state of affairs on the polls, the priorities of the French and to recall the program of the two candidates as well as the major issues: to obtain a parliamentary majority for E. Macron, to obtain a parliamentary majority and to clarify her position on Europe for Marine Le Pen.
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White papersEconomic Insights: April 2017
The free trade negotiations of the late 1980s and 90s that lowered world trade barriers plus the opening up of countries of the former Soviet Union in 1989 led to a massive, positive, global labor supply shock.
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White papersTechnology and retirement: Shifting opportunities
Technology has made it possible for us to live better, longer, more meaningful lives. And that’s cause for great optimism and positivity.
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White papersTechnology, emerging markets, and the path to financial security
Just like the developed world, emerging markets populations are aging and looking for a secure retirement.
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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 papersGlobal Economic Outlook 2017
2016 has been an eventful year and one that many people will remember as being filled with considerable change and uncertainty.
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Six key retail trends that will change the world in 2017
The world is changing fast, and global brands are innovating rapidly to stay ahead. International retail expert Fiona Hamilton outlines the six key trends that will dominate the retail landscape in 2017.
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White papersTalking down the U.S. dollar: A means to an (unsuccessful) end
Is it better to be weak or strong?
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White papersCross Asset Investment Strategy: March 2017
This month, we present the main issues and scenarios relating to French presidential and legislative elections, as well as the most likely market impacts.
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White papers2017 Emerging Markets Outlook
On balance, our outlook for emerging markets in 2017 is optimistic, and we are off to a good start, with emerging markets outperforming developed markets in 2017.
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White papersEconomic Insights: February 2017
Recession; it follows an expansion as the economy encounters constraints, inflation rises, and the Fed hikes interest rates. A recovery follows a recession and begins a new era of better growth, mild inflation, and stock market gains.
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White papersThe nimble and the quick: Success in the future of asset management
Being nimble in the asset management industry means having the organizational agility to adjust to markets and client needs efficiently and cost effectively. For passive managers, scale and low fees will continue to be the point of competition. For active managers, clients will require access to a diverse set of niche asset classes to provide alpha atop their passive core portfolio’s beta exposure.
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White papersActive management can add big value in small-cap equities
While the value and effectiveness of active management has been debated among investors, consultants, advisors, and academics for some time, the growth and expansion of passive investment options including index funds and exchange-traded funds (ETFs) over the past decade has added a new twist to the discussion.
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White papersLuxury retail real estate: poised for growth or close to the limit?
The retail real estate sector is increasingly polarised between secondary locations and shopping destinations with a luxury profile. This divergence reflects two factors: the increasing significance of e-commerce and the growth of luxury shopping tourism. Can we expect this trend to continue?
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White papersCross Asset Investment Strategy: February 2017
The rise in long-term interest rates raises a crucial question: is it a change in regime, a change in level, or a correction within a band of fluctuation that will remain low? The purpose of this article is to answer this question.
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White papersOur Convictions: February 2017
The election of D. Trump to the presidency of the United States had several major consequences on the financial markets
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White papersThe Big Picture: A Cost Comparison of S&P Select Sector Futures and ETFs
This report compares the all-in cost of replicating S&P Select Sector exposure via futures and ETFs across four common investment scenarios.
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White papersThree reasons “big banks” are safe for the next five years
Since the fallout from the Global Financial Crisis, it has become somewhat of a game among financial pundits to predict the next crash, crisis, or Lehman-like bank failure that will send systemic shockwaves around the world.
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White papersCross Asset Investment Strategy: January 2017
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
