Macro Views
Macro Views | 2 Sep 16
Brexit impact extends well beyond Europe – RLAM’s Greetham
The Brexit vote has had a wider impact beyond the UK and Europe, temporarily derailing the US Federal Reserve’s plan to raise interest rates and allowing other governments to argue that there is a crisis under way that needs to be addressed with more forceful stimulus. Japan is a case in point.
ANALYSIS: Is Japan’s third arrow about to hit the mark?
With other major equities classes all having their own significant question marks, could the long awaited ‘third arrow’ finally be about the make Japan the best place to invest?
Macro Views | 19 Aug 16
BoE’s monetary magic isn’t working for investors – Psigma
The Bank of England’s efforts to soothe the post-Brexit economy are discouraging savers from spending and pushing them into riskier investments, warned Psigma chief investment officer Tom Becket.
Fixed Income | 16 Aug 16
ANALYSIS: Muddled inflation outlook fuels monster worries
Despite a mixed picture for inflation globally, investors remain content to err on the side of the central banks, but something has to give soon.
China one year on: Renminbi to keep falling
One year on from China’s surprise currency devaluation, there is still room for a further gradual depreciation of the renminbi against the US dollar, said Jade Fu, investment manager at Heartwood Investment Management.