Is dollar weakness set to reverse?
This year’s dollar weakness took most investors by surprise. There are, however, obvious reasons for this, and fundamentals suggest it could reverse.
Analysis
-
-
Short-termist sovereign wealth funds miss return targets
Sovereign wealth funds missed their return targets for the second year in a row in 2016, according to a study by Invesco. By focusing too much on the short term, they risk a longer spell of underperformance.
-
The asset class that will produce the best returns this year
When it’s up to fund buyers and asset managers, there are only two, or perhaps three, candidates for best performing asset class over the next 12 months.
-
Fund buyers put faith in Europe, turn bearish on US
European equity funds again top investors’ wish lists. Appetite for US equities, however, has vanished as quickly as it surfaced in the wake of Trump’s election victory. Demand for high-yield bonds also declining.
-
ANALYSIS: How WannaCry makes cyber security a vital investment
Take a look at your surroundings. Chances are, most of your colleagues are staring at screens or, if you’re in a public place, those around you will be looking down at their phones. Even you’re doing it!
-
ANALYSIS: Is passive beating active at its own corporate governance game?
It is no secret the average active fund manager struggles to outperform consistently. Corporate governance is an obvious area where active managers can still prove their value.
-
Quarter of asset managers ‘moving staff because of Brexit’
A quarter of the asset management businesses monitored by accounting giant EY have now announced plans to move operations to Europe due to Brexit.
-
ANALYSIS: What to expect from Macronomics
The prospect of ‘Trumponomics’ powered equity markets last year. ‘Macrononomics’ doesn’t only sound more like a real word, it could even have more powerful and longer-lasting effects. But the stakes are high.
-
Markets unmoved by Macron landslide
Emmanuel Macron thrashed his far-right opponent Marine Le Pen in yesterday’s second round of the French presidential election. But markets withstood the temptation to take a victory shot.
-
ANALYSIS: Is now the time to go overweight oil majors?
The first quarter has proved lucrative for the gargantuan oil companies of Exxon, Chevron and BP. But are their fortunes purely macro-driven or are there other reasons for investors to reconsider the sector?
-
ANALYSIS: Time to put your feet up as ‘fear index’ drops to lows?
As the world is nearing a confrontation between two nuclear powers, the VIX index of volatility fell to a 10-year low in an convincing display of indifference.
-
The oil price – up, down or ‘range-bound’?
The current acceleration of the world economy should normally boost demand for oil. However, the price of the ‘black gold’ has bounced up and down of late, dropping by more than 10% in the second half of April.