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Macro and market
 
Apr 2017
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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
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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...

 
Apr 2017
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Macro and market

Global Economic Outlook — How long can this keep going on?

Author: Robert Scherfke, PhD

After emphasising the global reflation theme throughout the past year, we think this is a good time to step back and assess some of the cyclical and structural headwinds. The world faces an uneasy mix of...

File under: Preparing for reflation and rising rates

 
Apr 2017
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Macro and market

Financial Market Review: first quarter 2017

Author: Samuel A. Sanom, CFA

Global equities (+5.8%) rallied for the fourth consecutive quarter as the “animal spirits” dynamic remained intact. Despite escalating European political risk and uncertainty surrounding US...

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