Chart of the week: The great rebalancing
Government bonds have long enjoyed a special place in investors’ portfolios. Often seen as a cornerstone of stability, their appeal as a safe haven is rarely questioned.
PGIM: Bridging energy gaps becomes key to decarbonisation
The multi-decade transition to a lower-carbon economy offers an array of investment opportunities. Areas that help bridge the gap between old and new energy sources can help broaden alpha potential.
The 2024 US presidential election’s potential impact on the energy transition
US policies supporting the energy transition could change depending on who wins the November election. This update from Templeton Global Equity discusses which investment trends are at risk and how the transition is likely to move forward.
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.
Schroders : How might a Trump election win impact US corporate earnings?
Schroders : How might a Trump election win impact US corporate earnings?
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.
Regulators push Banque Havilland out of business in Europe
Banque Havilland, a Luxembourg-headquartered private bank controlled by Prince Andrew’s longtime financial adviser David Rowland, has effectively been put out of business in Europe following a coordinated clamp-down by EU regulators amid persistent governance and money laundering issues.
RBC BlueBay - Going where the value is
Laurence Bensafi looks at the stories behind the current valuations of four emerging market economies
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.