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Global equities: Interim outlook

Published by : Manulife Asset Management

Financial markets continue to be pulled in two directions. The global economy continues to grow at a respectable rate, particularly in the United States, where earnings growth remains healthy. However, the ongoing U.S.-China trade dispute has hurt sentiment, threatening to undo the borderless global

Published: 29 October 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Trade tariffs won’t hold back the disruptors

Published by : Columbia Threadneedle Investments

Though the net effect of tariffs is to redirect resources to less efficient industries, tariffs are only one dynamic affecting a rapidly changing industrial landscape. As a result,these disruptive forces may slow down but they are extremely unlikely to go into reverse.

Published: 23 October 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Italy’s outlook clouded by populist policies

Published by : Columbia Threadneedle Investments

While the new government’s economic policies appear expansionary, a lack of clarity over how they will be paid for means investors may face turbulent months ahead.

Published: 23 October 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Spanish bond markets celebrate divergence from Italy

Published by : Columbia Threadneedle Investments

The country tackled its economic problems earlier than its Mediterranean counterpart. As such, bond markets judge that it is in a far stronger position.

Published: 23 October 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Reinvigorating the Mittelstand

Published by : Columbia Threadneedle Investments

Germany’s small- and medium-sized companies have been at the core of its economic success story, but now their fortunes depend on their ability to adapt to mounting pressures.

Published: 23 October 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Italy would have better prospects in a new financial crisis

Published by : Columbia Threadneedle Investments

The country is better placed to withstand a crisis than it was in 2008, with the pharmaceutical, tech and supermarket stocks looking most resilient.

Published: 23 October 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

- A disciplined three-stage investment process that has led to outstanding success

Published by : Fidelity International

In this Focus guide, Portfolio Manager Alex Wright reveals how he has honed the value focus of the fund since he took over in 2014, and explains how he uses a ‘three-stage’ investment process to frame his assessment and analysis of both potential and current investments.

Published: 26 September 2018

Business Area: Equities

Type: Other

What equities might have left to give in 2018

Published by : Macquarie Investment Management

So far in 2018, equities have seen more turbulence than in recent years, including a sharp volatility spike in February. But in general, bulls have continued to hold sway in global stock markets. Trade wars, rising interest rates, and resulting uncertainty about global growth trends have left

Published: 31 August 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

US Commercial Real Estate: Q1 Review

Published by : Manulife Asset Management

After a strong momentum-led start to the year, the defining characteristics of the first quarter of 2018 were increased volatility in equity markets, rising interest rates, and a steady weakening of the US Dollar.

Published: 31 July 2018

Business Area: Real Estate

Type: Portable Document Format (.pdf)

The Changing drivers of growth in China, India and Beyond

Published by : Manulife Asset Management

Emerging markets (EM) have undergone significant changes in the 30 years since the inception of the MSCI Emerging Markets Index. Market capitalization has grown from US$52 billion in 1988 to US$5.4 trillion today and EM economies account for more than half of global GDP.

Published: 18 July 2018

Business Area: Equities

Type: Portable Document Format (.pdf)