Analysis
Macro Views | analysis 12 Apr 17
Harness ‘animal spirits’ for investment success
Not being a student of Keynesian theory, I’ve been somewhat confused by the oft mentioned revival in ‘animal spirits’. Rather than bulls and bears, investors should beware the headless chickens.
Investment | analysis 7 Apr 17
ANALYSIS: Return of volatility concerns wealth managers
The US airstrike on Syria and disappointing jobs data immediately brought down markets last week, and investment managers are beginning to protect their portfolios against more of the same.
Macro Views | analysis 6 Apr 17
Most European insurers ignore responsible investment criteria
Only one-in-three European insurance companies take environmental, social and governance (ESG) criteria into account when investing, and most of these do so because of regulatory pressure, according to a survey by Axa IM.
Equities | analysis 4 Apr 17
ANALYSIS: Protectionist US policies no threat to China
The threat of protectionist US policies has weakened the yuan and caused concerns among some investors, but a more protectionist stance from the US might actually benefit China.
Investment | analysis 30 Mar 17
Why a high conviction strategy suits the times
If 2016 taught investors anything it was that the market’s response to macroeconomic events is unpredictable at best. History tells us Donald Trump’s election and the Brexit vote should have derailed markets, but they proved remarkably resilient.