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Four fundamental changes for emerging markets under a Trump presidency

By: David Dowsett | 19 Jan 2017

Donald Trump’s election win signifies an inflection point for the global political economy, but we believe a changing and challenging investment landscape can offer new opportunities for…

The outlook for high yield bonds

By: Kelley Baccei | 19 Jan 2017

For 2017, we have a very different outlook than going into 2016. We believe that rising Treasury yields will have an impact on high-yield bonds and that…

UBS consolidates outlook for 2017

By: Dawn Fitzpatrick | 18 Jan 2017

At the very heart of the challenge for investors in 2017 lies the push and pull relationship between central bank policy and the fiscal landscape. For most…

UK inflation jumps as sterling fall starts to be felt

By: Azad Zangana | 17 Jan 2017

Azad Zangana, senior European economist and strategist at Schroders comments on today’s UK inflation figures. The annual rate of UK inflation based on the consumer prices index…

Volatility elevated ahead of May’s Brexit speech

By: Hussein Sayed | 17 Jan 2017

FXTM chief market strategist Hussein Sayed comments on UK Prime Minister Theresa May’s has no interest in partial departure which suggests the country is heading towards a…

Monday morning memo: Review of the European ETF market, December 2016

By: Jonathan Boyd | 16 Jan 2017

The promoters of exchange-traded funds (ETFs) enjoyed net inflows for December. Positive market impacts in combination with net inflows led to increased assets under management in the…

What to think as the Trump administration takes shape

By: Michael Stanes | 16 Jan 2017

Michael Stanes, investment director at Heartwood Investment Management comments on what investors can expect in the coming weeks as Trump is inaugurated as the 45th President. It…

Fixed income: Position for rising rates now

By: Jonathan Boyd | 13 Jan 2017

The worst is yet to come for traditional fixed income investors. When a bull market persists for multiple decades, it jades people’s thinking. They don’t see the…

Commodities: Gold and oil remain in focus

By: Carsten Menke | 12 Jan 2017

The US dollar dropped to a monthly low after yesterday’s press conference by president-elect Donald Trump and in turn provided support to commodity prices. Gold gained almost…

Profiter du rallye Trump pour investir dans les banques

By: Kurt Feuerman | 12 Jan 2017

Kurt Feuerman (pictured), gestionnaire du portefeuille AB Select US Equity d’AllianceBernstein, se penche sur les perspectives des banques américaines, plus prometteuses qu’elles ne l’ont été depuis longtemps…

Global trade, the key for Japan

By: Naoki Kamiyama | 11 Jan 2017

Naoki Kamiyama, chief strategist at Nikko Asset Management, unveils key drivers of Japan’s economy in 2017. Japan’s economy is moving in the right direction… Higher export volumes…

European equities to come out of the shadows

By: Luca Paolini | 11 Jan 2017

Prospects for European equities have turned more positive, at least in the short-term, and we have moved to an overweight position. European economic prospects are looking healthier…

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