As we expected, MSCI has now formally decided to include China A-shares in its benchmark indices following its latest Market Classification Review, marking an important milestone for China’s international markets.
Market Bulletin BOE February 2019
Reactions following the October 2017 ECB meeting from the Global Market Insights Strategy team.
After a long and brutal U.S. Presidential election campaign, Donald Trump has emerged victorious, with Hillary Clinton conceding in the early hours of the morning, and Trump congratulating her on a hard-fought campaign.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Switzerland is well known around the world for its high prices, with a Big Mac or a Starbucks latte costing over USD 6 each. The Swiss National Bank (SNB) itself describes the Swiss franc as “highly valued”, but it is less clear to us that the currency is
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
This paper addresses that the composition of the Fed will be different in 2018 and will likely be moving in a more hawkish direction.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.