Macro Views
Macro Views | 12 Apr 17
Harness ‘animal spirits’ for investment success
Not being a student of Keynesian theory, I’ve been somewhat confused by the oft mentioned revival in ‘animal spirits’. Rather than bulls and bears, investors should beware the headless chickens.
Old Mutual, Nedbank, Sanlam hit by South Africa’s junk status
South Africa’s credit rating downgrade to junk status has had an inevitable knock-on effect on the country’s life insurers and banks, including Nedbank, Old Mutual and Sanlam.
Best performing sectors for UK funds in 2017
The results are in – here are the 10 strongest-performing sectors on a total return basis according to the UK’s Investment Association and data from FE Analytics.
Macro Views | 6 Apr 17
Most European insurers ignore responsible investment criteria
Only one-in-three European insurance companies take environmental, social and governance (ESG) criteria into account when investing, and most of these do so because of regulatory pressure, according to a survey by Axa IM.
ANALYSIS: Protectionist US policies no threat to China
The threat of protectionist US policies has weakened the yuan and caused concerns among some investors, but a more protectionist stance from the US might actually benefit China.