Despite his anti-trade agenda, the new US president is likely to amplify the rebound in global growth already underway, according to Markus Schomer, the firm’s New York-based chief economist.
Category: Global
Global investor confidence rising – State Street
The State Street Investor Confidence Index rose in March to the highest since September, especially for North American investors, amid a pickup in market sentiment.
BMO GAM sees broadening global growth in five-year forecast
The firm believes “lower for longer” will apply to energy prices, inflation and interest rates over the next five years.
China directs global markets in 2016
Monday’s slide in Chinese stocks triggered a market `circuit breaker’ and equities indices across the US and Europe plummeted as trading in 2016 began.
Yuan cuts have an upside for global markets – Greetham
Yuan devaluation will rescue the global market from overheating and restore the deflationary recovery, according to Royal London Asset Management’s Trevor Greetham.
Argentina contagion unlikely Fidelity
Contagion stemming from Argentinas second default on its national debt to other sovereign issuers is unlikely, according to Fidelity Investments.
Five global income stocks to watch
Dan Roberts, manager of the Fidelity Global Dividend fund, explains why he believes investors looking to diversify into global equities should focus on strong dividend payers with sustainable levels of profitability and supportive valuations.
Is the euro too expensive
Much of the discussion between panelists presenting at Expert Investor Luxembourg focused on a hotly debated topic, especially in the south of Europe: is the euro overvalued?
Emerging market debt appetite stands out
Overall fund selector sentiment towards credit, be it government, corporate or high yield bonds, is at all-time lows and even sinking further down into negative territory. But demand for emerging market debt shows a diverging trend, with appetite surging in the first half of this year.
Alternatives on European millionaires radar
Europe’s high net worth individuals have increased their weighting to alternative investments by almost 50% over the course of the past year, according to research by Capgemini commissioned by the Royal Bank of Canada Wealth Management.
