Trump seeks more control over interest rates if re-elected
If Donald Trump is re-elected as President, he plans to have more control over U.S. monetary policy, not just relying on Federal Reserve officials who follow his direction. This idea has raised concerns among experts, including Sylvester Eijffinger, a former advisor to the Fed, who calls it “a disastrous plan.”
Fund radar: China’s once-glowing equities dimmed by economic turmoil
Leading up to 2020, Chinese equities dominated emerging markets, reaching nearly 40 percent of the index. However, the pandemic, government crackdowns, and economic slowdown have since halved their share.
No environment for the faint-hearted
Investors need strong nerves in 2024, but institutional investors are staying calm, according to the latest analysis at Universal Investment.
Yen carry trades: The last source of free money is drying up
After a turbulent period for Japan’s markets, marked by a sharp drop in the Nikkei and a significant surge in the yen, the Bank of Japan (BOJ) finds itself at a critical juncture.
Energy transition ushers in biggest bull market ever
In a time when the world is facing unprecedented changes in the energy landscape, geopolitical forces are crucial for understanding the current and future energy markets.
Unfortunately, this is not the end of the carry trade
The Bank of Japan unexpectedly raised interest rates, and for those who did expect it, the increase was larger than expected. And so “all hell broke loose”.
The carry trade: a popular but risky currency strategy
The carry trade is a well-known currency trading strategy that has gained huge popularity among investors and traders in recent years.
Fund radar: Sustainable funds and UK stocks out of favour
Despite global securities markets enjoying a robust first half of 2024 and various investment categories capturing the interest of European investors, some segments failed to impress. Which asset classes, investment styles, and regions fell out of favor with investors?
Even zero-cut advocates now concede to market sentiment
Even the staunchest opponents of easing U.S. interest rate policy are now conceding. Among them is Torsten Slok, chief economist of private equity fund Apollo Global Management and a fervent supporter of the zero-cut stance.
‘We are in a market where DLR/JPY could move both ways violently’
Ritesh Jain, former chief investment officer for BNP Parisbas and Tata and founder at Pinetree Macro, spoke to Investment Officer about Monday’s market crash and highlighted the critical role of BOJ policies