1291 briefings from 389 companies
In this commentary, Investment Director Flavia Cheong explores the impact of ‘normalisation’ of US Fed policy on Asian equities.
Company:Aberdeen Asset Management
Published:04 December 2014
We are continuing to experience a very mixed market. Despite some indicators showing M&A activity is ahead of last year, including some pockets of intense activity and some key “mega-deals” being announced, these headline numbers do not give the full picture.
Published:23 February 2014
Simon Edelsten, manager of the Artemis Global Select Fund, explains why he sees some of the best investment opportunities coming from the USA and Japan in 2014.
Company:Artemis Investment Management
Published:29 January 2014
The DWS Global Financial Institute has partnered with Prof. Barry Eichengreen to produce its latest white paper; “Is the Age of Dollar Dominance Coming to an End?”, an exploration of numerous scenarios for the future of the US dollar as the international and reserve currency.
Published:22 January 2013
As we enter another round of anxiety about Europe, should we be more concerned this time? This paper looks at the Eurozone crisis, the European Central bank's response and the implications for global bond strategies in relation to ROI, diversity and income.
Company:Newton Investment Management
Published:01 June 2012
Business Area:Emerging Markets
How should investors manage the coming Flight From Liabilities? We argued previously that purchases of US treasuries and US dollars constitute a flight to liabilities, not a flight to safety. But this can also reverse.
Published:01 May 2012
From 1 January 2013, the US Foreign Account Tax Compliance Act will require foreign financial institutions to enter into an agreement with the US Internal Revenue Service to send certain information on their US account holders. This briefing outlines in detail the impact of the new rules.
Published:03 April 2012
The US looks likely to outperform other major developed stock markets in 2012 and possibly beyond. Download this white paper for insights into the factors driving America's economy, including: attractive valuations; loose monetary and fiscal policy and relatively strong economic growth.
Company:JP Morgan Asset Management
Published:01 February 2012
The Volcker Rule has far-reaching implications for the US financial system. It prohibits any banking entity from proprietary trading or having certain relationships with hedge funds and other private funds. This guide explains in detail how the proposals impact upon financial institutions.
Published:24 October 2011
Business Area:Hedge Funds
The US Internal Revenue Service has issued two notices setting out preliminary thinking as to how FATCA will be implemented. This briefing provides a brief overview of FACTA, summarizes two significant issues that may affect its implementation and suggests how affected entities should proceed.
Published:20 July 2011