Wayne Bowers asks what's next for central banks, as investors begin to question if they have lost their firepower.Read more >
Andrew Bosomworth and Tina Adatia explore the recent events and investigate the implications for investorsRead more >
Investors shouldn’t expect significant returns from stocks or bonds in 2015, says Global CIO Andreas Utermann, but central banks will stay accommodative enough to reflate their economies.Read more >
60 Seconds with Azad Zangana - Independent Scotland Monetary PolicyRead more >
Moderator and Speakers:
Joost Van Leenders, CFA
Chief Economist, Multi Asset Solutions, BNP Paribas Investment Partners
Colin Graham, CFA, CAIA
CIO, Head of Tactical Asset Allocation and Research, Multi Asset Solutions, BNP Paribas Investment Partners
Head of Global Sovereign Fixed Income, Fischer Francis Trees & Watts
Director, Official Institutions, Fischer Francis Trees & Watts
The global economy remains stuck in a period of sub-par growth. Does this mean unconventional monetary policies adopted by the world’s central banks are failing? And does the widening in credit spreads over recent months suggest that worse is yet to come, and the global economy may fall back into recession?Read more >
US Investment Strategist Kristina Hooper tells Reuters that while the Fed’s transition to more conventional monetary policy in 2015 may be difficult, investors should still find opportunities in US stocks, especially in the technology sector.Read more >
Schroders webconference: Many absolute return bond funds have found it difficult to generate their target level of returns over recent quarters as many bond yields have fallen below zero. Alan Cauberghs, Senior Investment Director for Fixed Income, examines the tools that managers can use to generate positive absolute returns and what market conditions are required to achieve their targets in future.Read more >
We may now have reached a watershed in global central bank policy co-ordination. It remains to be seen whether the Federal Reserve will be able to leave interest rates at a level which, while appropriate for the global backdrop, may be increasingly inappropriate for the domestic US economy. In our latest webconference, Alan Cauberghs will explore whether the current uneasy truce between central banks and markets will persist and the implications for fixed income investors.Read more >
Investors are questioning whether the current monetary policy regime is set to change. What is the outlook for interest rates from here, and what does it mean for investors?Read more >
Asian small cap equities, along with other emerging market small caps, generated robust returns after the Brexit vote shock saw central banks globally commit to maintaining loose monetary policy. How likely are these returns to continue?
Join Matthew Dobbs, Fund Manager, as he provides an update on the fund.
As part of our on - going 'What's Really Happening in Emerging market' series. We are now able to give you access to the hottest Emerging Markets topics in just 10 minutes! In this edition we will be focusing on Brazil, the host of this years Olympics.
Topics that will be explored in this webcast:
• Is the Brazilian economic activity really improving?
• What is the perspective for structural reforms and fiscal accounts?
• When will the Brazilian Central Bank start easing the monetary cycle?
Simon Edelsten, manager of the Artemis Global Select Fund, explains how he is positioning his portfolio amid the concerns affecting markets around the world.
The uncertainties are many: the US election, the ‘normalisation’ of monetary policy and the future of Europe. Simon examines how these may affect global equities and sets out the investment themes and the stocks which his team are finding attractive.
The weeks following the UK’s vote to leave the European Union have seen political upheaval, huge exchange rate movements, central banks signalling further loosening of monetary policy and an initial sell off for European equity markets followed by a normalisation of volatility. But where does that leave the future of European equities? Join Michael Browne, European Equity Long/Short portfolio manager at Martin Currie to find out his views on the future for Europe, protection of capital through the short term uncertainty and how he believes there are still ways for fundamental long/short stock pickers to capture company opportunities and generate returns for clients.Read more >
Mike Riddell, fixed income portfolio manager at Allianz Global Investors, reviews the performance of the UK government bonds market post-Brexit and assesses its future prospects, as well as giving his outlook for global fixed income markets and yields movements. In addition, he provides a brief analysis of the impact of Brexit and Bank of England’s consequential monetary easing measures.Read more >
After 6 years of zero interest rate policy, the Federal Reserve is ready for lift-off and is looking to normalize monetary conditions. On the other hand, for the ECB, the BOJ and many emerging economies, monetary conditions remain too tight and further stimulus is required. In this interview, Jim Leaviss will discuss the impact this environment is likely to have on bond markets and how is positioned to benefit the most from these challenging conditions.Read more >
Global yields took a big step down last week as investors adjusted their perspective on global central bank policy. We’ll explore why this is happening and how it might impact the Fed’s monetary policy going forward.Read more >
In a year dominated by market volatility and political uncertainty, commodities have been by some margin the best performing asset class. The Fidelity Solutions team discuss the commodity comeback and review how on-going political and monetary uncertainty is reflected in their tactical positioning.Read more >
Join us for HSBC Global Asset Management's webinar on Emerging Markets Debt (EMD), hosted by Brian Dunnett, Senior Global Emerging Markets Debt Product Specialist, with Nishant Upadhyay, Head of Global Emerging Markets Debt and Binqi Liu, EMD Economist.
We have begun to observe a stabilization in economic fundamentals in a number of EM countries, global monetary policy support that has mitigated external threats, and finally, attractive relative valuations in EM vs. developed markets.
Topics include: YTD performance review; Stabilizing emerging markets fundamentals; Relative valuations; Cash flows in emerging markets