Economic news

Gulf Rift Clouds Outlook Political Rift Creates Uncertainty Saudi Arabia, UAE, Bahrain, Egypt, Jordan and few other allied countries have cut diplomatic ties and transport links with Qatar, the largest (liquified natural gas) LNG exporter in the world, citing national security concerns...
Brexit uncertainty increases as May's electoral strategy fails Author: Pieter Jansen, Senior Strategist Multi-Asset at NN Investment Partners Pieter Jansen One reason why UK Prime Minister Theresa May called for snap elections less than two months ago was to extend her majority in Parliament. This strategy did notsucceed....
UK election: on Brexit, policy and markets Although we are still awaiting results from a few seats, the UK general election appears to have produced a hung parliament, with no single party gaining an absolute majority of seats. The Conservative Party has fallen short of retaining its majority by a handful...
ETF: Market worries will primarily be expressed in currencies “The promise of ‘strong and stable leadership’ has bred more unnecessary political uncertainty and sterling volatility. With a tough Brexit process now likely, Theresa May could lose her job or be forced into a drawn out process to agree a coalition. This, and...
UK Election reaction from Richard Colwell, Head of UK Equities, Columbia Threadneedle Investments Trying to rise above the gloom, clearly the result of the UK election is not what the market expected. But it’s worth remembering that the initial market reaction post the EU referendum and US election proved short-lived. A number of stocks that could be vulnerable...
Schroders fears more uncertainty for UK after elections UK election: What a hung parliament means for markets Following the surprise UK General Election result, Schroders considers the implications for the economy and markets. Economics view: From coronation, to contest, to capitulation Azad Zangana Azad...
The 'Maybot' campaign self-destructs - Conservatives lose majority Prime Minister Theresa May has survived, for now at least, with the highest number of seats by any single party, but has lost her overall majority. Jason Lejonvarn The Conservatives have gone from a position of power, an outright majority in Parliament and...
BNY Mellon expects lower sterling after British elections Paul Hatfield Paul Hatfield, Global Chief Investment Officer at Alcentra, part of BNY Mellon IM: "The hung parliament is likely to exacerbate the difficulties of the already fraught Brexit negotiations and the ensuing uncertainty will not be good for markets....
NN IP is as positive on convertibles as five years ago Investors in convertible bonds have the odds skewed in their favour, providing they do their credit homework, according to Jasper van Ingen, Senior Portfolio Manager Convertible Bonds and co-manager of the $790 million NN (L) Global Convertible Opportunitiesfund...
Why Mexico’s Economy Is Putting On The Breaks Written by Ataman Ozyildirim in New York, from EM-views.com Cinco de Mayo Aside, Little To Celebrate In May A Conference Board analysis was recently released and projected Mexico’s economy to grow at 1.8 percent in 2017. This marks a downward revision from...
Asian debt offers stability in a volatile world, NN IP says Investors stand to benefit from Asia’s high growth rates and improving corporate fundamentals: an allocation to Asian hard currency bonds can enhance returns and reduce volatility, according to NN Investment Partners (NN IP). Asia is more stable compared to...
Asset Backed Securities offer investors protection against a “normalisation” of interest rates and inflation Author: Calvin Davies, Head of ABS and Covered Bonds at NN Investment Partners Calwin Davies The Floating Rate nature of high quality European Asset Backed Securities (ABS) is attracting increasing interest from investors concerned about the potential impact...
Comments on China's rating Charles de Quinsonas, Deputy Fund Manager of the M&G Emerging Markets Bond Fund “After today’s decision by Moody’s, the rating of Chinese sovereign bonds seems more aligned with our own views. From a corporate perspective – although international investors...
Calm Author: Maarten-Jan Bakkum, Senior Strategist, Emerging Markets at NN Investment Partners Maarten-Jan Bakkum After years of capital flight, deteriorating economic policy conditions and high political risk, all is now relatively quiet in the emerging markets....
Entrepreneurship In Emerging Markets: Engaging Conversations At Scale With thousands of consumers coming online every day, continental Africa is fertile ground for not only consumer goods, but targeted consumer product marketing. As consumer potential rises exponentially, data collection around the growing demographics are a keycomponent...