Economic news

China congress: What must Xi accomplish after consolidating power? By Eric Moffett, portfolio manager of the T. Rowe Price Funds Asian Opportunities Equity Fund Eric Moffett One of the most anticipated events on the Chinese calendar, the 19th Standing Committee of the National People’s Congress, has begun in Beijing. This...
China’s 19th national congress: what should investors expect? Hong Kong: With the Communist Party Congress starting in China on 18 October, attention has turned to the policies set to shape the country’s future direction for the next five years. Fidelity International considers what this means for investors. “The 18th...
Emerging and Frontier Market Debt offer investment gems as interest rates rise globally Author: Marcelo Assalin, Head of Emerging Market Debt at NN Investment Partners Marcelo Assalin Emerging Market Debt (EMD) denominated in local currencies and Frontier Communications Market Debt (FMD) offer investors some of the strongest opportunities to...
Three sectors Fixed Income investors should consider in a moderate rising rates world Fixed income investors should look to Corporate High Yield bonds, Emerging Market Debt (EMD) and Alternative Credit as potential solutions to counter rising interest rates when Western governments normalise their monetary policies. Pieter Jansen NN Investment...
Novo Holdings A/S Selects SimCorp Dimension as its Front to Back Investment Management Platform SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announced that Novo Holdings A/S, a holding and investment company, owned by the Novo Nordisk Foundation, has selected SimCorp Dimension...
C WorldWide Asset Management Selects SimCorp Coric SimCorp, a leading provider of investment management solutions and services for the global financial services industry, has announced that C WorldWide Asset Management Fondsmæglerselskab A/S, has extended its SimCorp Dimension license agreement to include DataWarehouse...
Artificial Intelligence: Rise of the Machines? Anders Kirkeby Little over a quarter of a century ago, one still had to put a stamp on an envelope and put it in a mailbox to send a letter. A phone call was made either from home or from the office, and if a call was urgent on the way from one to the other,one...
"We are the robots" It has been almost two decades since the first robo-advisors were introduced in wealth management services in the US, but nowadays they can be found around the globe in ever growing numbers, in a variety of capacities and at a lower cost that their human counterparts....
NN IP sees strong technical support for hard currency Emerging Market Debt Marco Ruijer The technical picture in hard currency (HC) Emerging Market Debt (EMD) has a strong positive bias, with substantial year-to-date inflows and limited net issuance in the near term, NN Investment Partners (NN IP) says. NN IP continues to see the...
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...