Insight Multi-Asset weekly update

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Market and economic review Risk sentiment buoyed by a positive outcome from the recent Trump-Xi meeting Risk assets began last week on a strong note as the widely anticipated Trump-Xi... Read more continue reading

Aviva Investors lowers expectations for economic growth and risk asset returns

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Aviva Investors, the global asset management arm of Aviva plc (‘Aviva’), believes that any early reversal of the recent growth slowdown is unlikely and inflation pressures will remain weak. In... Read more continue reading

Be smart, quick and lucky

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Our aim is to assess credit market cycles in order to structure beta and stock picking policies. For the first time in 46 editions of this Global Credit Quarterly Outlook... Read more continue reading

Weekly market update – week ending 5 July, 2019

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Investment markets and key developments over the past week Share market rose solidly over the last week buoyed by a bunch of good news including the latest US/China trade war... Read more continue reading

Saxo Q3 Outlook: The global fiscal panic

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Saxo Bank, the online trading and investment specialist, has published its Q3 2019 Quarterly Outlook for global markets, including trading ideas covering equities, FX, currencies, commodities, and bonds, as well... Read more continue reading

RBA cuts; Bonds do nothing; What’s going on?

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Introduction 24 hours before the Reserve Bank of Australia (RBA) handed down its decision to cut rates 25 basis points, I was questioning whether the RBA would cut in June.... Read more continue reading

Property listings declined in June 2019 – Asking prices increasing in most cities

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Figures released yesterday by SQM Research reveal national residential property listings declined by 5.8% in June 2019, to 325,404 from 345,516 in May 2019. Year-on-year listings were also down by... Read more continue reading

Insight Multi-Asset weekly update: Key PMI data out this week

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Market and economic review Markets enter ‘wait and see’ mode ahead of the G20 summit In contrast to the recent rally, risk assets as well as government bonds traded in... Read more continue reading

Weekly market update – week ending 28 June, 2019

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Investment markets and key developments over the past week Global shares slipped over the last week on the back of uncertainty ahead of the Trump/Xi meeting at the G20 and... Read more continue reading

State Street Global Advisors release mid-year global market outlook: Look beyond the noise as cycle extends

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State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT) yesterday published its 2019 Mid-Year Global Market Outlook, providing a medium-term forecast for global markets. While... Read more continue reading