Analysis
Companies | analysis 12 Jun 17
ANALYSIS: Margin pressure points to more fund group M&A
The headlines say fund groups’ profits fell, but what else can we learn from McKinsey & Company’s Asset Management 2017 report into the European funds industry?
Macro Views | analysis 9 Jun 17
ANALYSIS: Where should you invest after UK election shock?
The thesaurus doesn’t offer a decent alternative to “uncertainty”, the post-election word du jour, yet Theresa May’s dire performance makes it likely we will be reading the word many times a day for the foreseeable future.
Commodities | analysis 7 Jun 17
Curiosity not conviction drives election mood
Investors have been struggling to call any winners and losers ahead of the UK election due to its lack of a binary outcome.
Investment | analysis 7 Jun 17
Is dollar weakness set to reverse?
This year’s dollar weakness took most investors by surprise. There are, however, obvious reasons for this, and fundamentals suggest it could reverse.
Asia | analysis 5 Jun 17
ANALYSIS: Has Abenomics saved Japan’s ‘lost generation’?
Japan’s economy is beginning to show signs of life, but is this another false dawn, or a sign that Prime Minister Shinzo Abe’s reforms are working?