Macro Views
Macro Views | 4 Sep 17
‘Harvey damage will force Fed to hold rates’
The damage caused by hurricane Harvey will dampen US GDP growth to an extent that will force the Fed to forget about hiking rates further this year, it has been claimed.
Investment | 4 Sep 17
Finding some balance in the active vs passive debate
Passive investments have become a more popular recommendation for advisers and portfolio managers in recent years. But are passives always the best option for investors, or is active management a better approach?
Markets shrug off North Korea threats, for now
Global markets have shown little alarm over North Korea’s missile tests and Donald Trump’s rhetoric so far. Nevertheless, investors should hedge their tail risks, advises Dave Lafferty of Natixis GAM.
Euro powers ahead as Draghi keeps silent
The euro has reached multi-year highs against all other major currencies this week after ECB-president Mario Draghi gave a blank speech at the Fed’s Jackson Hole meeting.
Macro Views | 25 Aug 17
Risk of another US debt ceiling impasse already hitting treasuries
An impasse over raising the debt ceiling could see the US hit the financial buffers in early October failing to meet around 23% of its short term obligations, an analysis by Washington think tank the Bipartisan Policy Centre has said.