Equities
Asia
After an exodus of global investors from the Japanese stockmarket, disappointed by seemingly stalled reforms and a reverse of the dollar-yen exchange rate, which dampened earnings momentum for many exporting companies, it seems there are now opportunities...
12 September 2016
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2 min read
UK
Philip Hammond, the newly appointed Chancellor, has been given an excuse to abandon the concept of austerity and try to address two key issues at the Autumn Statement: housing and infrastructure.
12 September 2016
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2 min read
Emerging markets
As momentum in economies in the developed world has flagged, and as some deep-seated political tensions have surfaced, emerging markets (EM) are once again catching investor attention.
12 September 2016
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2 min read
Markets
Value investors have been forced to endure a prolonged period of underperformance, as extreme market dislocations caused by central bank policies have boosted the appeal of growth counterparts.
12 September 2016
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2 min read
US
GSAM's Andrew Wilson, EMEA CEO and global co-head of fixed income, takes a closer look at reasons to be concerned about the US market.
12 September 2016
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2 min read
Emerging markets
Over the past year, emerging market (EM) assets have looked much perkier. MSCI's emerging market stock gauge is up 13% this year, almost four times as much as the broader MSCI World index of developed-nation stocks.
12 September 2016
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3 min read
