Analysis
Asia | analysis 5 Feb 16
ANALYSIS: Beware China’s rapidly diminishing cash pile
The ‘humiliation’ of emerging markets, led by China, is currently at an extreme says Bank of America Merrill Lynch.
Equities | analysis 3 Feb 16
Beware the benchmark, says TOBAM fund manager
Money has flooded into benchmark-tracking exchange traded funds as investors chase low-cost access to major asset markets.
Equities | analysis 2 Feb 16
ANALYSIS: US tech firms taking a bite out of Apple
“Secrets are lies, sharing is caring, privacy is theft,” a chilling extract from Dave Eggers’ ‘The Circle’, a superb dystopian novel on the logical outcome of our addiction to the internet and social media. Alphabet’s crowning as the world’s most valuable company suggests the future is already here.
Fixed Income | analysis 29 Jan 16
ANALYSIS: Are we seeing central banks’ last roll of the dice?
Equities markets around the world climbed sharply on news of Japan’s surprise decision to cut interest rates into negative territory on Friday.
Macro Views | analysis 29 Jan 16
Current volatility a game changer: Carmignac’s Crowl
The curent period of volatility in global markets is due to a collision of game changing events for long term investors, argues Sandra Crowl, a member of the investment committee at Carmignac Gestion.