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French election: Will multi-asset funds learn from macro call flaws?

By: Asbjørn Trolle Hansen | 21 Apr 2017

Macro event risk is always evident in markets. We have witnessed some notable occurrences over the past year, with the unexpected Brexit victory in the UK and…

Turkey’s medium term economic outlook

By: Jan Dehn | 20 Apr 2017

Jan Dehn, head of research at Ashmore, shows how EM mercantile trade volumes have increased significantly, now comprising 45% of the global mercantile trade – up from…

Snap UK general election shocker revives sterling

By: Lukman Otunuga | 18 Apr 2017

Sterling was back in fashion on Tuesday, with the GBP/USD lurching towards 1.2675 following Theresa May’s unexpected announcement that there will be a snap general election on…

Fair winds for Argentina

By: Fabiana Fedeli And Paul Murray-John | 18 Apr 2017

When you invest in an emerging country as an outsider you always have to bear in mind that you are an easy target for populist politicians. Why…

Monday Morning Memo: Review of the European ETF Market, March 2017

By: Detlef Glow | 18 Apr 2017

The promoters of exchange-traded funds (ETFs) enjoyed net inflows for March. These net inflows, in combination with positive market impacts, led to increased assets under management in…

Trump U-turns & Dollar weakness fails to support Rand and Lira

By: Jameel Ahmad | 13 Apr 2017

FXTM vice president of Market Research, Jameel Ahmad, comments on the US President Donald Trump’s latest comments and escalating geopolitical risks. The recent escalation of geopolitical risks…

Brazil slashes rates to boost flagging economy

By: Craig Botham | 13 Apr 2017

Schroders’ Emerging Markets economist, Craig Botham, comments on the Brazilian central banks decision to cut rates and how he expects another cut in May. As had been…

Alternative Investments – ein Stoßdämpfer in turbulenten Zeiten

By: Christine Johnson | 13 Apr 2017

Wahlen in Frankreich und Deutschland, Brexit-Verhandlungen und ein Zurückfahren der quantitativen Lockerung durch die Europäische Zentralbank (EZB): Mögliche Auslöser für Volatilität an den Märkten gibt es mehr…

China’s Trump card

By: Guy Stephens | 12 Apr 2017

There was considerable expectation ahead of this weekend’s summit between Trump and Xi Jinping that a big difference of opinion story would emerge. The reality, however, was…

How to achieve attractive bond returns without security selection

By: Karsten Bierre | 12 Apr 2017

When most fund managers discuss fixed income investing, particularly in credit markets, many will unsurprisingly stress the importance of security selection. Indeed, when trying to beat a…

Blue skies for equities, but with a chance of storms

By: Luca Paolini | 10 Apr 2017

Rising business and consumer confidence supports a broad-based, synchronised global economic recovery which reinforces our pro-equity stance. This optimism, however, comes with a couple of caveats. First,…

Opening the EU trapdoor at the worst time…

By: Neil Williams | 10 Apr 2017

The avoidance of an extreme election outcome in the Netherlands is reassuring markets. But, tensions with Turkey have thrown up a new risk – where one country’s…

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