Investment
Investment | 15 Nov 16
OPINION: Why the dollar bulls are mistaken
The dollar has rallied in recent days as investors believe stronger US GDP growth and Fed rate hikes will push the greenback up. But markets are ignoring the forces that are likely to drag the dollar down in the longer term.
Macro Views | 15 Nov 16
McKinsey: Asset management to see explosive change
McKinsey & Co cited five trends that they expect will cause a “once-in-a-generation shift in competitive dynamics”, completely shaking up the asset management industry.
Asian equities rise but volatility to remain
Asian equities have rallied in the third quarter of the year with a strong performance from technology, but volatility is likely to remain
Don’t underestimate the US growth engine – Slater
Baillie Gifford’s North America head says investors have persistently underestimated the strength of the US economy and continue to do so
Argonaut launches European income fund
Argonaut Capital is set to open a long-only, high-yield European income fund targeting companies yielding 30% above the index after its first year, subject to regulatory approval.