Brazil’s political landscape is at a turning point and a successful Olympic games could spark a change in the economic and political regime
Equity
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The European banking sector has faced some well documented challenges since the financial crisis of 2008. Banking is no longer the high profit business it once was. But the outcome of the EU referendum has acted as a catalyst to bring these issues to the fore. Banking now stands at a cross-roads and decisions have […]
Hope for a strong economic recovery in the Eurozone has prompted investors to seek value investments in this area. Those investors are still waiting for the payoff. The price level of the main European equity indices is still lower than the highs printed in 2001. In May 2001 MSCI Europe was priced at 122 points, […]
When considering any investment, the investor needs to put their financial goal at the heart of their strategy. Investments are unlikely to be the right channel for short-term goals where the base value is vital. However, when you look further afield, investments, and the possibility of inflation beating returns, suddenly seem to be the better […]
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Market outlook for 2016
2016 is set to be a challenging year for the financial markets. Market volatility makes investment decisions more difficult; Paolo Galvani and Yuchen Xia discuss the outlook for investors. They explore 4 key areas and how these may impact the financial markets: The divergence of global monetary policy is likely to impact the performance of equity markets. […]
Whilst many would think market conditions are dictated by economic-data; analyst expectations and investor confidence can have a greater impact than you might think. Who moves first? Is it the economy or the market? The answer is unclear and there has been huge debate among academics; whilst macro-economic data can help forecast long-term returns the […]
Investors around the world will agree that 2016 hasn’t got off to the best start. The disappointment from 2015 seems to have continued into this year. It was difficult to avoid the bad news in the first week of the year; Saudi Arabia broke off diplomatic relations with Iran and North Korea claimed to have […]
2015 will be remembered as another year of disappointing growth. There were huge changes in both the global economy and the geopolitical landscape, making investment decisions all the more difficult. To remind you, some of the big events of the year were: Risky assets continued to perform as interest rates remained low Oil prices reached […]