Hot Topics
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No equity market 'bubble' today
Laurence Taylor
The battle between the
bulls and bears is heating
up once again, with much
of the basis for this ongoing
conflict surrounding equity
valuations and whether they offer
any upside to investors, or merely
just risk.
Do we see a bubble in equityvaluations...
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The rise of the reverse Yankee
Fraser Lundie
Yankee bonds, issued
in the US by a foreign
government or company,
have been a mainstay of the US
fixed income market for decades.
But in recent years, more US
companies have been doing the
reverse: issuing debt in Europe.
As a result, the so-called...
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US politics take us on a remarkable ride
Author: Sebastiaan Reinders, Lead Portfolio Manager US High Yield at NN Investment Partners
Investors have been on a remarkable ride since Trump’s election in November last year. With equity markets up more than 10% and 10-year Treasury yields up more than 50...
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GDP is dead. Long live ‘happiness’
IMD Professor Arturo Bris on the new objectives of economic policy
Arturo Bris
The modern concept of Gross Domestic Product (GDP) was developed by economist Simon Kuznets in 1934. Since then, and especially after the Bretton Woods Accords, GDP has been theaccepted...
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Wells Fargo Asset Management launches USD Investment Grade Credit Fund
Wells Fargo Asset Management announces the launch of the USD Investment Grade Credit Fund, a new sub-fund of the Wells Fargo (Lux) Worldwide Fund. Since its launch on 15 December 2016 the Fund has raised close to $100mm of client assets. The new fund broadens the...
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Eurozone offers solid dividend growth potential, NN IP says
Author: Bruno Springael, Senior Portfolio Manager, Global High Dividend at NN Investment Partners.
Bruno Springael
The Eurozone offers solid dividend growth potential of any developed region in the world, according to NN Investment Partners (NN IP). “While...
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Emerging Markets Under President Trump: Mexico’s Economy And Its Perfect Storm In 2017
Rising Inflation, Falling Peso Dominate Outlook
Lower growth and the potential of a renegotiation of the North American Free Trade Agreement (NAFTA) occurring this year, among other risk factors, are creating what some market analysts are now referring to as...
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Bonds are different
by James Moore
The logical argument for passive investing in financial markets is straightforward: In sum, the returns of all investors aggregates to the performance of the markets; throw in fees and the average net return above the market for active investors...
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Emerging Markets Under President Trump: Part I
As US Administration Takes Shape, Emerging Markets Watch
Jan Dehn, head of research at emerging market specialist investment management firm Ashmore, recently discussed US President Donald Trump’s attempt to make Mexico pay for a proposed wall along the US-Mexico...
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European long/short : scenarios for 2017
Michael Browne & Steve Frost, Portfolio Managers, European Long/Short, at Martin Currie (a Legg Mason affiliate)
Michael Browne
Political shocks and economic uncertainty were the norm across global markets in 2016 and Europe was frequently centre stage....
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All dividends are not equal in a rising rates environment
Author: Nicolas Simar, Head of Equity Value at NN Investment Partners
Nicolas Simar
Over the course of the year 2016, investors increased their risk appetite as global growth improved and oil prices made a sharp rebound. The last months of the year were characterized...
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The industry's top tech trends
By Alex Kerry, head of Winterflood Business Services
What can be disrupted
will be disrupted. This
is the universal law
of innovation and it is a concept
the financial services industry will
have to embrace as technology
rapidly transforms the saving and
investing...
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Evenlode's 2017 dividend prospects
By Hugh Yarrow, Evenlode
The dividend outlook for
the UK remains mixed.
Dividend cover for the
overall market has fallen over
the last few years with corporate
growth under pressure from a
patchy economic backdrop. Debt
levels have also been rising,
as companies...
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Value in Scandinavia
By Ugo Lancioni
The New Year started
positively – with US equity
markets reaching all-time
highs and relatively low levels of
risk aversion, despite the high
degree of political uncertainty.
In the US, fundamentals are
robust and improving. With
the Fed expected...
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Industrials to thrive under Trump
By Michael Russell
The US market is set to
finally shift from the 'new
normal' of low interest
rates, low inflation and limited
growth that has dominated since
the recession.
With President Trump vowing
to ramp up fiscal stimulus at a
time when unemploymentis...
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