Macro Views
Could Mifid II spark a market downturn?
The rule requiring managers to report any 10% fall in a portfolio to clients will do little to discourage the buy high/sell low mentality of the man on the street, but, that said, it remains unlikely that Mifid II will push markets into a downward spiral.
Neuberger blasts credit agencies over ESG failings
“Much more needs to be done” by the big three credit ratings agencies to incorporate environmental, social and governance (ESG) concerns into their issuer ratings, according to Neuberger Berman.
Macro Views | 15 Dec 17
Beware of inflation risk
Inflation expectation is prioritised as a major risk in the fund managed by Patrick Brenner, head of multi-asset investment Asia at Schroders.
Investment | 15 Dec 17
What can central banks do next?
It could be said that 2017 marked the beginning of the end of easy money as central banks started to move towards a tighter policy towards quantitative easing and interest rates. So, what is to come next?
Could China cause the next global crisis?
Enthusiasm for investing in China has never been higher than in 2017 and fears of a slowdown have largely receded from public discourse. But have investors taken their eye off the region just when it matters most?