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Looking into 2018 with Hermes

Published by : Hermes Investment Management

2018 is likely to be an unusual year for markets. So far in 2017, the MSCI world index is up some 18% and stands on a P/E of just over 21x. We are now in the 9th year of the bull run since the trough of 2008. By all traditional measures, market participants would expect a correction at some stage,

Published: 15 November 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

After the Flood: Hurricane Harvey’s Market Impact

Published by : Legg Mason Global Asset Management

Markets have largely taken Hurricane Harvey's devastation in stride, but the full scope of its impact may not be felt for weeks to come.

Published: 29 September 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Tomorrow’s Inflation: The Market’s Verdict

Published by : Legg Mason Global Asset Management

In today's financial markets, all eyes are on the Federal Reserve, and the pace of its decisions about its target interest rates.

Published: 29 September 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Positioning portfolios for opportunities in uncertain markets

Published by : Eaton Vance

We recently sat down with several Eaton Vance portfolio managers to get their take on where the markets stand today, and some of the ways investors can hedge their portfolios against potential pitfalls.

Published: 11 September 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

The underestimated perils of deglobalisation

Published by : Columbia Threadneedle Investments

Globalisation is often blamed for the world economy’s ills. Many commentators attribute rising populism in the West to years of wage stagnation attributed to globalisation. But in our view, deglobalisation would be costly and disruptive for all regions of the world.

Published: 01 August 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

2017 Global Market Outlook — Q3 Update Report

Published by : Russell Investments

We’re in a late-cycle, momentum-driven market, where valuation is at an extreme. Momentum can drive markets beyond fundamentals for an extended period. No investment process is going to pick the peak in the cycle, but we’d lean out as the risks increase.

Published: 10 July 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

UK Election 2017: Jeremy Corbyn vs Theresa May

Published by : Columbia Threadneedle Investments

We are only hours away from finding out from who the next Prime Minister of the country will be. This infographic from Columbia Threadneedle Investments has everything you need to know about this snap election: the key policy proposals, what recent polls show as well what could happen to the markets

Published: 08 June 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Shared Thinking: The long, lazy days of summer

Published by : Old Mutual Global Investors

Global growth is picking up, and stock markets continue to flirt with all-time highs. But, notes Richard Buxton, head of UK equities and manager of the Old Mutual UK Alpha Fund, a dearth of fresh catalysts could leave markets decidedly range-bound over the summer months.

Published: 08 May 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Rose Beale/Matthew van de Schootbrugge: Renewed interest - integrated analysis identifies opportunities in European wind

Published by : Columbia Threadneedle Investments

The European wind power market has seen significant development in the past two years as a result of policy change, technological advances, transparency on ESG issues and more favourable market dynamics.

Published: 26 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Philip Dicken/Francis Ellison: French elections: what would Macron’s victory mean for markets?

Published by : Columbia Threadneedle Investments

In the current investment environment, politics and populism have dominated the agenda, skewing asset prices and markets. If France backed a centrist, pro-EU candidate, the threat would fade.

Published: 26 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)