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.
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”.
PGIM: Bonds benefit from four-decade discounts and elevated yields
Against a backdrop of a resilient economy and impending rate cuts, we maintain a bullish outlook for fixed income and think it’s a compelling entry point.
The US consumer is once again the strong link in a generally weak global economy
In the second quarter, the American consumer was once again the strong link in a generally weak global economy, note Guy Wagner and his team in their latest monthly market report "Highlights".
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.