Latest Manager Research – Page 446
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White papersSouth Korean equities shrug off concerns
A myriad of anxieties has failed to stem this year’s KOSPI surge and now investors are encouraged by a reform-minded new president.
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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.
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White papersThailand adapts to a new normal
The military government has ambitious plans to reshape the country’s economy as well as its constitution.
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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.
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White papersFive reasons to hold technology stocks
Technology breakthroughs herald a new era in the way we live, work and relate to each other.
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White papersWhy ETFs Aren’t a Good Fit in European High Yield
The index-tracking trend is firmly entrenched. But do investors recognize the big differences between stock and bond ETFs? And do they appreciate that these can cause European high-yield ETFs to lag?
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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.
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White papersGlobal Investment Views: July 2017
CIO views: High conviction ideas from Amundi Global Investment Committee
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White papersIn Credit: Beware of Greeks bearing bonds
The US Federal Reserve left interest rates unchanged last week as expected, while its statement intimated that the balance sheet unwinding process should begin soon.
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White papersEuropean Research Monthly Update: Positive private and public pricing signals
Investors are increasingly concerned about record low prime property yields, but there are a number of broader price signals worth considering
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White papersStrategic Relative Value: Q3 2017
A quarterly look at how macro events are driving relative value around the globe.
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White papersBuilding the Perfect Barbell
Investors who want to reduce risk and maintain a steady income might consider a barbell strategy that pairs interest rate–sensitive bonds with high-yielding credit assets. But first, it’s important to strike the right balance.
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White papersIs a US Equity Correction Overdue?
US equity markets continue to march upward, fueling fears of a correction. History suggests that a downturn is overdue. So how should investors prepare?
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White papersUK Real Estate Market Outlook: July 2017
Economic momentum appears to have continued into 2017, but has been modest – growth in real GDP in the first quarter, at 0.2%, was below expectations.
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White papersIn Credit: Calm seas don’t make good sailors
After the sharp decline in bond prices a couple of weeks ago calm seems to be returning.
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White papersIn Credit: In the firing line...
Core government bonds ended the week little changed in spite of a backdrop of geo-political tensions, with the Korean Peninsula nuclear threat and the terrorist attack in Barcelona.
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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.
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White papersUK real estate market commentary: June 2017
The sharp depreciation in sterling since last year’s Brexit vote has pushed up inflation to almost 3% and cut real incomes and consumer spending. While a lower exchange rate ought to boost exports, UK exports have so far been flat, possibly because foreign buyers are concerned about future tariffs.
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White papersContinental European real estate market commentary: June 2017
The eurozone economy appears to have entered a more robust recovery cycle, as faster growth leads to stronger investment. While Emmanuel Macron’s election as French president has improved business confidence across the region, the key to increasing investment has been the steady fall in industrial spare capacity since 2013 combined with low interest rates.
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White papersAre ‘linkers’ the best way to guard against inflation?
With rising UK inflation, questions are increasingly being asked about the best way to protect the real value of investments.
