Expect monetary tightening
Opportunities in sterling bonds
As equity valuations appear ever more stretched, and with rate rises in the US imminent and geopolitical concerns increasingly in focus, one hedge fund strategy in particular stands out as compelling.
Having been to Japan a handful of times, what strikes me most is the juxtaposition of the latest technology paired with old habits.
Some companies trading at 50% discount
The mega-cap FAANG (Facebook, Apple, Amazon, Netflix and Google/Alphabet) stocks seem to be gathering strength and competitive dominance as they grow in size.
Bullish on equities
As we approach Q4 2017, we believe commercial real estate should continue to see healthy operating fundamentals in most global markets amid solid economic growth, steady job creation, reasonable new supply levels, and monetary conditions that are likely...
With the global tide of the central bank stimulus injection soon to turn, only a few segments of the fixed income universe have enough spread cushion to absorb the shift to a post-QE era.
Despite good absolute performance in the Japan equity market year-to-date, valuations remain attractive both on a cash earnings yield and a price-to-book basis compared to other major markets.
Political risk is reduced following elections
Building foundations for growth
Cornelian's Millar gives his view
The synchronised global recovery may have finally arrived, but that does not mean global bond investors are exempt from challenges in their search for income.
An investment opportunity with unlimited upside potential, but with limited downside risk?
Significant tax reform
Political and market shocks
Number of factors to watch for
Amazon a key disruptor
The current stockmarket cycle, which began in the depths of despair in March 2009, is now the third longest in history.
In short measure, the UK has managed to hop, skip and (a referendum later) back itself in to the naughty corner of most global asset allocators' wish lists of places to invest.
After several years of extraordinary central bank intervention intended to provide monetary stimulus to ailing global economies, we are finally transitioning from quantitative easing (QE) to quantitative exit.
Equity markets worldwide keep nudging record highs despite political anxieties - nuclear explosions in North Korea, Brexit implosions in Europe and Trump outbursts in the US.
More risky than political problems