Macro Views
Investors find Chinese companies ‘difficult’
A staggering 98% of global investors said they have difficulties engaging with onshore Chinese companies and do not agree with the recent A-share inclusion on the MSCI, according to a survey by the Asian Corporate Governance Association (ACGA).
EM positions hit by stronger dollar, says UBS Wealth
The strengthening US dollar has resulted in tactical changes to client portfolios, according to Mark Haefele, Zurich-based group managing director and global chief investment officer.
Investment | 19 Jun 18
Why are investors seeking out Russia?
With the 2018 World Cup underway, all eyes are on Russia. Having generated negative headlines in the international political arena, it is encouraging, and perhaps surprising, to see the ongoing scale of foreign investment in the country, says Elio Manca, managing director of ITI Funds.
Investment | 14 Jun 18
ECB to end quantitative easing
The European Central Bank has set an end date for quantitative easing, stating purchases will be halved after September before the programme ends in December.
Who actually holds the global debt?
Despite much talk of debt reduction and deleveraging since the financial crisis, global debt levels are higher than ever before. Several risks arise for investors and for financial and economic stability, according to Daniel Murray, head of global research at EFG Asset Management.