Where next for indebted councils up and down England?
The major boost to global equity markets this year has been the 180-degree policy U-turn by the Federal Reserve, from tightening to loosening interest rates, and from quantitative tightening to the renewed provision of liquidity to financial markets....
The world’s economies are at different stages in the business cycle.
According to latest Global Dividend Index report
Who will be the winners and the losers?
Latest BofAML survey
New report on Long Term Capital Market Assumptions
Looking beyond trade wars and Brexit
The US dollar has performed well, up more than 7% since the end of 2017, and continues to enjoy a number of supports.
Global public offerings fall to three-year low in first nine months of 2019
Plato Investment Management
An adage of equity investing during a US presidential election cycle is 'avoid healthcare'.
Anticipated downturns should not weigh on long-term decisions
To be managed by Mick Dillon and Bertie Thomson
The case for re-assessing portfolios in today's chaotic world
China capable of 'mitigating impacts of broader dispute'
Engagement in environmental issues also increases
Rising labour costs and increasing US-China trade tensions is resulting in some companies relocating production lines out of China. Fidelity Emerging Asia Fund portfolio Manager Dhananjay Phadnis looks at how ASEAN will be a key beneficiary of this trend....
Recession due but will be relatively mild
Are stockmarkets in a bubble or a recession? Well, arguably it is both.
Unigestion is using machine learning to "extract patterns"
A look back at the past three major downturns
Lyxor Asset Management has set a climate policy based on four pillars that will underpin its responsible investment strategy and form a “conceptual and operational framework” for applying climate issues to its core business.
Monetary stimulus merely postponing the inevitable