Investment
ANALYSIS: Italy now the real threat not Brexit
The Italian constitutional reform referendum this autumn will, or rather should, cause European investors to hold their breath more anxiously than they did on the morning of 24 June.
Alternatives | 2 Sep 16
Cayman Islands on Italy’s whitelist, targets European growth
The Cayman Islands has been added to Italy’s “good tax governance” whitelist, marking a positive step forward for the islands’ financial services industry in Europe, according to Jude Scott, chief executive of Cayman Finance.
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.
Emerging Markets | 2 Sep 16
Investors piled into EM for wrong reasons – Hermes’ Greenberg
Investors have jumped into emerging markets for the wrong reasons, according to Hermes Investment Management’s Gary Greenberg, and with the strong possibility of a Federal Reserve rate hike, he predicts it is only a matter of time until they realise they have had their dessert before the main meal.
Emerging Markets | 1 Sep 16
Rousseff impeachment end of the road for Brazil contrarians
Wednesday’s vote by the upper house of the Brazilian senate to impeach Dilma Rousseff is being seen as a significant step forward for the country, but could well be the end of the road for contrarian investors.