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All eyes on China Kim Catechis, Head of Global Emerging Markets at the Legg Mason affiliate Martin Currie Kim Catechis China’s 19th Party Congress marks the start of a new political and economic cycle for the country. Over the course of the week, President Xi Jinping will...
The big issues facing bond investors How will fixed-income markets fare as major central banks begin to retreat from monetary easing? Should investors cut their exposure to bonds? And does the rationale for passive investing apply to bonds as much as stocks? Mike Gitlin, Capital Group’s Head of Fixed...
Black Monday 30 years on: how it happened and what we can learn It has been 30 years since Black Monday, the biggest one-day fall in stockmarket history. We look at what happened and how today’s markets compare to 1987. On 19 October 1987 global stockmarkets came crashing down amid worries about a slowing global economy...
Remembering Black Monday blues Global stock market crashes don’t inevitably lead to recessions but they should teach us lessons On 19th October 1987, a crash that began in Hong Kong rippled through European markets and then to the United States. Hong Kong stocks fell by 11%, at which point...
Global economy is best positioned in years to breach growth ceiling Author: Willem Verhagen, Senior Economist, Macro & Strategy at NN Investment Partners Willem Verhagen Global economic growth in recent years has been fairly stable at a level clearly below that of expansion periods before the global financial crisis,...
Rising rates provide fertile ground for Convertible Bonds Jasper van Ingen NN Investment Partner’s (NN IP) NN (L) Global Convertible Opportunities fund (GCO) surpassed the $ 1 billion mark last month. This milestone underlines that investors increasingly use convertible bonds (CBs) as a vehicle of choice at a time when...
10 signs that a recession is not upon us By Jeff Schulze CFA, Director, Investment Strategist, ClearBridge Investments Since 1926, over 91 years, the U.S. stock market has returned 20 percent or greater 33 times (36 percent) and lost more than 20 percent only six times (seven percent). When marketsare...
Contrarian Indicators Signal Stocks Can Move Higher By Evan Bauman, portfolio manager of the Legg Mason ClearBridge US Aggressive Growth Fund Equity markets are a constant discounting mechanism. The prices of individual stocks reflect the collective opinion of thousands, if not millions, of investors at a certain...
Why this Fed meeting won’t be a non-event Downgrades to the infamous dot diagram could complicate Yellen's efforts to convince markets they are too complacent Wednesday's meeting: ignore at your peril This week's FOMC meeting may not be the non-event that many in the market are seemingly viewingit....
Kempen Partners with SimCorp Coric to Achieve Enhanced Client Reporting SimCorp, a leading provider of investment management solutions and services for the global financial services industry, has announced that Kempen, a Netherlands based asset manager with EUR 49.5 billion in assets under management, has selected SimCorp Coric toreplace...
Investor Confidence Declined in August by 2.1 points to 106.8 State Street Global Exchange today released the results of the State Street Investor Confidence Index® (ICI) for August 2017. The Global Investor Confidence Index decreased to 106.8, down 2.1 points from July’s revised reading of 108.9. The declinein...
Tailwind Author: Maarten-Jan Bakkum, Senior Strategist, Emerging Markets at NN Investment Partners Maarten-Jan Bakkum So far it has been an excellent year for emerging markets (EM). Growth is accelerating in most countries, inflation is at the lowest level on record,...
Blockchain: revolution waiting in the wings Blockchain. In today’s 21st century digital age it promises to solve the problem of slow and cumbersome ways of regulating and controlling contracts, transactions – and the records of these – between individuals, communities, organizations and even nations. By...
Technology in the driver’s seat Author: Pieter Schop, Senior Portfolio Manager Equity Specialties and Manager Information Technology funds at NN Investment Partners Pieter Schop The outperformance of global technology stocks is to a large extent driven by a new cycle of technology penetration...
S&P Global Ratings Survey: Global Capex Switches To Growth Global corporate capital expenditure growth is finally turning positive says S&P Global Ratings, forecasting 5.5% growth in 2017 in what is the fifth edition of its annual survey, "Global Capex: Ready For Takeoff." Encouragingly, the recovery is broad-based,...