Investment
Investment | 1 Nov 17
Analysis: ‘You’re hired’: does Trump’s Fed pick matter?
US president Donald Trump may be touting his pick for Federal Reserve chair as an “anxiously awaited” event, but how are investors preparing for Thursday’s big reveal?
Should investors buy the Catalonia dip?
Dips to buy on have become ever scarcer in the QE-led era. Does the big performance gap between Spanish and other European equities, that has emerged thanks to the political turmoil in Catalonia, present investors with a great opportunity now?
Reforming Korea is too cheap to ignore
Korea is becoming more appealing to international investors as newly elected government officials in South Korea start to position themselves away from the country’s most powerful families and implement reform to eliminate many prevalent shareholder-unfriendly practices, says Jacob Mitchell, chief investment officer Antipodes Partners and manager of the Antipodes Global Fund – Ucits.
Investment | 30 Oct 17
Hammond’s budget surplus dream in tatters after IFS kick
Philip Hammond needs to admit his promise to eradicate the UK’s budget deficit by the mid-2020s is “no longer sensible”, a report from the Institute of Fiscal Studies (IFS) has said.
Rise of passive continues as global AUM hits $80trn
Passively managed assets continue to eat up a growing a share of total assets under management (AUM) around the world, according to Willis Towers Watson’s Global 500 research.