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Should investors favour alternative over conventional strategies?

Published by : Old Mutual Global Investors

OMGI's Mark Nash, head of fixed income, Ian Heslop, head of global equities, and Lloyd Harris, manager of the Old Mutual Financials Contingent Capital Fund, each explain why fundamental shifts in the global economic backdrop mean that now may be a good time for investors to consider allocating to

Published: 21 May 2018

Business Area: Economics

Type: Portable Document Format (.pdf)

The two fallacies of gas part I: Methane

Published by : Hermes Investment Management

Does the switch from coal to gas facilitate the transition to the low-carbon economy?

Published: 18 May 2018

Business Area: Economics

Type: Portable Document Format (.pdf)

What happens when the music stops?

Published by : Unigestion

Unigestion’s Multi Asset team provide their macroeconomic outlook and investment themes for 2018. They outline why they believe this year is likely to present some challenges, following a better than expected 2017 for most asset classes.

Published: 16 February 2018

Business Area: Economics

Type: Portable Document Format (.pdf)

Will ECB Tapering Trigger Market Tantrum?

Published by : AllianceBernstein

The European Central Bank (ECB) is widely expected to announce a winding down of its quantitative easing (QE) program on October 26. Though investors are nervous, the ECB is doing a good job preparing markets for the change.

Published: 19 October 2017

Business Area: Economics

Type: Portable Document Format (.pdf)

A Yen for the Yen?

Published by : Legg Mason Global Asset Management

Japan has been pumping out some relatively spectacular growth numbers this year. Yet, the modest upward trajectory of the yen has been underwhelming. What’s the story? And is this growth a flash in the pan or a whiff of something different coming out of Japan?

Published: 08 October 2017

Business Area: Economics

Type: Other

The economic implications of the US withdrawal from the Paris Agreement

Published by : Columbia Threadneedle Investments

The economic implications of the US withdrawal from the Paris Agreement

Published: 21 September 2017

Business Area: Economics

Type: Portable Document Format (.pdf)

Not tight, just less loose... Economic Outlook

Published by : Hermes Investment Management

Neil Williams, Group Chief Economist at Hermes Investment Management, points out that ten years after the first glimpse of the financial crisis, and major economies have finally recouped their GDP

Published: 11 September 2017

Business Area: Economics

Type: Portable Document Format (.pdf)

UK Election Result Compounds Brexit Uncertainty

Published by : AllianceBernstein

Britain’s election has produced a messy result, with no party securing an outright majority. The hung parliament adds further uncertainty to Brexit talks with the European Union(EU), though it probably won’t affect the UK’s short-term economic outlook. Download this article to learn more.

Published: 13 June 2017

Business Area: Economics

Type: Portable Document Format (.pdf)

The Cost of Trigger-Happy Investing

Published by : AllianceBernstein

Brexit, Trump. There were plenty of big surprises last year. The one that may matter most for investment portfolios is how financial markets responded. It took them three months to process Japan’s unexpected decision in early 2016 to implement a negative-interest-rate policy—and then just a few

Published: 13 June 2017

Business Area: Economics

Type: Portable Document Format (.pdf)

Economic Outlook - The wrong sort of inflation

Published by : Hermes Investment Management

Neil Williams, Group Chief Economist at Hermes examines the USA, UK, China, Japan and Euro-zone territories. Reflecting on their performance and highlighting their economic outlook.

Published: 08 June 2017

Business Area: China

Type: Other