Macro Views
Why the future of Japan’s economy depends on the yen
Japan’s economy has waned slowly, which is why government action has not been dramatic but with Abenomics in full swing, Schroders’ Andrew Rose explains why the future depends on the yen’s performance.
Macro Views | 20 Jun 16
ANALYSIS: Investors need to choose a path then hold their nerve on Friday
Everything is pointing towards a wild day in financial markets this Friday with asset prices shifting dramatically whatever the outcome of the referendum.
Micro factors could trump macro after Brexit – JPMAM’s Flanders
While investors should be wary of macroeconomic factors impacting UK equities and sterling in the short term post-Brexit, the microeconomic consequences could be bigger in the long-term, according to Stephanie Flanders, JP Morgan Asset Management’s chief market strategist for Europe.
Macro Views | 16 Jun 16
ANALYSIS: US slowdown fears linger, with good reason
The day after the Fed chose once more to stay its hand on interest rates, 38% of delegates at our sister publication Portfolio Adviser’s Summer Congress said a US slowdown was likely to pose the biggest risk to markets over the coming 12 months.
Macro Views | 16 Jun 16
Brexit betting odds: are they reliable?
Betting odds have emerged as a coveted predictor of the outcome of the UK’s EU referendum on June 23. But are they actually as reliable as some fund managers suggest? Nikko AM has its doubts.