Managers Corner

Fed Statement: Let the dots – and the dissents – do the talking

Going into yesterday's Federal Open Market Committee (FOMC) meeting, the question was in what way – or ways – the statement and the accompanying Summary of Economic Projections (SEP) would signal the committee’s conviction that it expects to hike rates later this year. In July, the Fed statement acknowledged that “near-term risks ...

Read More

Volatility creates opportunity

Overview The UK referendum on European Union membership has introduced political and economic uncertainty across Europe. It is unclear what the UK relationship with Europe will be in future, and when the eventual EU Brexit deal will be concluded. But uncertain times like this are very good for active managers. Volatility ...

Read More

The Fed: Silent on September

When Fed Chair Janet Yellen spoke in Cambridge, Mass. on 27 May, she outlined conditions to justify a rate hike: “The economy is continuing to improve … growth looks to be picking up,” she told a group of Harvard professors and alumni. “If that continues, and if the labor market continues ...

Read More

What does Brexit mean for Emerging Markets?

There are two main channels by which Brexit could impact emerging markets (EM): financial markets and economic activity. What impact should we expect from financial markets? So far, fears of financial market seizure seem to have been contained. Global safe-haven assets certainly benefitted in the aftermath of the vote (the US 10-year ...

Read More

Global matters: Will Brexit lead to Exitaliano?

The impending Brexit vote on European Union (EU) membership on 23 June 2016 will be a defining moment for Britain and Europe, and could have significant ramifications for global equity markets. Greg Goodsell, Global Equity Strategist at 4 Dimensions Infrastructure, examines whether Brexit may be a catalyst for further EU ...

Read More

Liquidity fears may prompt a market rethink

Liquidity continues to be an ongoing concern for fixed income participants and market regulators globally. Recent high profile failures of funds run by Third Avenue Management, Stone Lion Capital Partners and Lucidus Capital Partners sparked somewhat of a panic, at least in credit markets. The main cause of these failures ...

Read More

AdviserVoice/Zurich Fintech Lab

Featured Sponsor

Earn CPD Points