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!
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.
A quarter of the asset management businesses monitored by accounting giant EY have now announced plans to move operations to Europe due to Brexit.
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.
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.
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?
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 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.
Using algorithms may help fund selectors choose products more efficiently, but human judgment is still key in choosing the right fund products.
As expected, the European Central Bank (ECB) kept rates on hold on Thursday. Hawks’ hopes the ECB may hint on monetary policy tightening were disappointed. But there was a change of tone in ECB-president Mario Draghi’s words.
Not being a student of Keynesian theory, I’ve been somewhat confused by the oft mentioned revival in ‘animal spirits’. Rather than bulls and bears, investors should beware the headless chickens.
Rising inflation, the US missile attack on Syria and new tensions with Iran, North Korea and Russia have all helped to bring gold into play in recent weeks.
