KnowledgeBank

This web site uses cookies; by continuing to browse you consent to our cookies usage. See our policy for more details.

×
Macro and market
 
May 2017
|
Macro and market

Some certainty for European markets (for a change): are equities still a buy?

Author: Nanette Abuhoff Jacobson

Emmanuel Macron has been elected the next president of France, eliminating a major tail risk and inserting some near-term certainty into the markets. Following Macron’s advancement in the first-round...

 
May 2017
|
Macro and market

Monthly Market Snapshot: April 2017

Author: Samuel A. Sanom, CFA

Equities Global equities (+1.3%) rallied for the sixth consecutive month, ending April with a 7.2% gain year to date. Geopolitical tensions rose to the forefront of investors’ minds, beginning with the...

 
Apr 2017
|
Macro and market

Global ESG Research Update — Towards best practice in stewardship and governance

Authors: Carolina San Martin, CFA, ...

As fiduciaries for our clients, we are committed to considering issues that may impact the performance of their investments and to supporting decisions we believe will maximise the long-term value of the...

 
Apr 2017
|
Macro and market

Fixed Income Outlook — Dollar dilemma: structural overvaluation should trump...

Authors: John Parsons, ...

Our research suggests that the broad US dollar rally is in the process of peaking, though under the right circumstances there is room for a final rally later this year. Based on its trade-weighted value, the...

More Insight