1586 briefings from 406 companies
Radical Japanese stimulus measures, knows as “Abenomics”, should boost economic growth, inflation and equities, added by a weaker Yen. We look at where our view differs from consensus and identify the value opportunities this creates. To find out more about the rationale behind our market strategies
Published:29 April 2016
It turns out robo-advice means different things to different people, and to some means absolutely nothing at all. So if there is no robot, and no advice, what precisely is there? And why are some predicting it – whatever it is – will run roughshod over traditional face-to-face advice?
Published:02 February 2016
Global equity markets are in bearish mode as a result of widespread fears over ongoing stock market and currency weakness in China, the falling oil price, geopolitical tensions, overvalued assets and an end to fiscal stimuli. Download this informative paper for the latest market update.
Published:25 January 2016
2015 was a challenging year for the overall market, and it a rising tide doesn’t appear to be coming to lift all boats in 2016. Evidence suggests there will be increased volatility in the year to come. This paper provides valuable insight into constructing a diversified, rigorously researched
Published:25 January 2016
Business Area:Investment Trusts
Despite China’s slowdown, concerns about Greece, and imminence of the US Fed’s first rate hike, global growth should not be completely derailed. But, clearly, these are headwinds, and another reason for central banks to take only baby steps to normalising rates…
Company:Hermes Investment Management
Published:08 December 2015
In the past we have often seen market concerns turn into great buying opportunities, and 2015 has been a year in which we have seen a considerable amount of volatility, that has weighed down a number of U.S equities resulting in some attractive entry points for U.S investors.
Published:02 December 2015
While the markets have been preoccupied with the prospect of a Fed rate rise in September, the decision by the People’s Bank of China (PBOC) to cut interest rates and reserve requirements served to reinforce the divergence that exists amongst the Central Banks. How will that leave the net position
Published:04 November 2015
The waiting game continues. The Fed have deferred the decision to raise rates and yet again, analysts and commentators are scrutinising the signals which their decision sends out. But in focusing on the short-term timings of a rate move, are markets paying sufficient attention to the bigger picture?
Published:23 October 2015