Hot Topics

Three U.S Stock Indexes Down Due To High Selling of Tech Stock
The massive selling of the technology shares pressed down the three main stock indexes on Monday in the USA. The Nasdaq suffered a third consecutive loss higher than 1% after three years and the day before Monday the stock index was at its highest point. The...
Mexico is in a higher category of political risk
Written by Kim Catechis, Head of Global Emerging Markets at Martin Currie (a Legg Mason affiliate) Kim Catechis Mexico is in a higher category of political risk after the AMLO victory, because this result represents an unprecedented change in the way that...
DWS Market Outlook: Optimistic view in late phase of cycle
Despite current tension between the USA and China, DWS does not expect to see trade disputes escalate and therefore anticipates that the global economy will continue to grow over the coming twelve months. “So far the markets have only priced in trade disputes and...
UBS prefers stocks over bonds
Erin Browne, Head of Asset Allocation, Investment Solutions While synchronized global demand growth was a defining feature of 2017, the short-term growth impulse has been more discordant – with the strength of the US contrasting sharply with softening in...
Top stock screeners outperform indices
Frequently we publish articles about the use and advantages of stock screeners. The investing via a stock screener is nothing less than the selecting of stocks that meet certain criteria. The core of this is the use of strong criteria that worked in the past and...
Devotional monetarism does not diminish Japan’s long-term appeal
Author: Joël Le Saux, Portfolio Manager, SYZ Asset Management BoJ governor, Haruhiko Kuroda’s devotion to reaching a near-mythical inflation target is concerning, but it’s not too late to change course argues Joël Le Saux, portfolio manager of the OYSTER Japan...
The end of the 30-year bond bull market?
Jim Leaviss, Head of Retail Fixed Interest for M&G’s mutual fund range With so much talk in recent months around the ‘magic’ 3% threshold for 10-year US Treasury yields, what can we tell about the future direction of markets now that this level has been...
Three Cryptocurrency Issues That Must be Solved If It’s Going to Last
By Jessica Higgins JD MBA BB Chief Marketing Office for Digits.io “PayPal had these goals of creating a new currency. We failed at that, and we just created a new payment system. I think Bitcoin has succeeded on the level of a new currency, but the paymentsystem...
Oil: Tallying the market impact of US withdrawal from Iran deal
Ned Salter, Head of Research at Fidelity International The US decision did not come as a surprise and had been priced into oil markets, limiting the their short-term reaction. In the longer term, sanctions are supportive for oil prices. ‘New’ deal The...
GSAM Finds Insurer Skepticism toward Investment Opportunities Increasing
Goldman Sachs Asset Management (GSAM) today released the findings of its seventh annual global insurance survey, “Foggier as We Climb,” revealing that insurers are more pessimistic about the current investment environment. The survey found insurers feel investment...
Larry Page-backed transportation start-up to introduce its pilotless flying car
Alphabet co-founder and Alphabet CEO Larry Page-backed autonomous flying taxi firm Monday displayed its commercial plane called Cora, CNBC reported. In 2016, Page decided to invest in two flying car start-ups. One of them is Kitty Hawk, which is creatingand...
What Options Exist for ICO Companies Dealing with SEC Subpoenas?
By Michael Hull, Chief Editor, FamilyOffices.Today Reports from CoinDesk indicate that 80 ICO firms in the US have received subpoenas from the US Securities and Exchange Commission (SEC). The subpoenas originate from the SEC offices in New York, San Francisco...
Comment on Trump Tariffs
Michael Kagan, Portfolio Manager at the Legg Mason affiliate ClearBridge Investments How will the tariffs impact global markets? We have been expecting the Trump administration to put steel and aluminum tariffs in place since early last year. The European...
‘Merger clarity’ and US sales growth positives for Essilor – J. Stern’s Rossbach
Christopher Rossbach, Chief Investment Officer at London-based private investment office J. Stern & Co, said: In Essilor ’s full year 2017 results the sales growth at constant currency came +6.7% with like-for-like growth of +3.1% and bolt-on acquisitions...
Toby Nangle: Market volatility: Tail wags dog?
Columbia Threadneedle Investments and fund manager of the Threadneedle Dynamic Real Return Fund Toby Nangle The strong market performance of 2017 reflected, to a meaningful degree, investors pricing assets for a much better economic and earnings environment....