Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
Vincent Juvyns, Global Market Strategist, gives us the latest update on the French Presidential Elections and impact this has on investors.
Themes and implications from the Global Equities Investors Quarterly