Growth and monetary policy diverge
According to Pictet Asset Management, world stocks rose modestly in August as expectations grew that the European Central…
Uusimmat
Low interest rates helps stock shine
The fact that interest rates have been grinding lower – contrary to all expectations – will help to…
Real assets, real potential
Standard Life Investments, the global investment manager, highlights that investor interest in a range of real assets has…
Barometer June 2014 – Cheap assets in short supply
World equity and bond markets rose in May as the prospect of continued monetary stimulus from major central…
Focus on longer term fundamentals
Standard Life Investments believes that although emerging market concerns have recently affected market sentiment, investors should remain confident…
Dialling down risk after rebound
Equity markets staged a strong rebound in February following the previous month’s drop as a pick-up in the…
Holding firm on emerging markets
Pictet Asset Management maintains its overweight stance on emerging market stocks.
Does Emerging Markets sell-off impact on Euro area?
How much should one worry about the recent sell-off in Emerging Markets? According to Nordea bank, Euroa are…
BlackRock: Volatility Should Persist, But Stick With Stocks
BlackRock expects equity gains will be more muted this year than last year and the ride will be…
Corporate cash is key to growth of risk assets in 2014
Standard Life Investments, the global investment manager, believes that global equity markets can move higher if corporate earnings…
Taper no obstacle to further gains
Pictet Asset Management remain overweight equity as their leading indicators point to improving growth.
Russell Investments: Eurozone equities look outright cheap
The positives outweigh the negatives in the Eurozone equity markets, says Russell Investments in its quarterly report.
Taper implications beyond Ben Bernanke chairmanship
Bernanke signs off with taper but implications to be felt beyond his chairmanship.
Commerzbank: Backlog in investment drives German growth in 2014
According to Commerzbank, the upswing in Germany is widely supported with growth in investments. Increasing fluctuations in equity markets…
The economic and market outlook for 2014
In the latest edition of Global Perspective Standard Life Investments examines the economic and market outlook for 2014.
10 big and critical investment themes for year 2014
Each December Richard Bernstein Advisors publishes a list of investment themes that they feel are critical to the…
ING IM: global economic recovery is still on track
ING Investment Management believes that the global recovery is still on track even if it shows some scattered…
ING IM: ’Bullish’ outlook for equities – no major ’event risks’
ING Investment Management International (ING IM) says that the fundamental outlook for equities is positive, and for the…
Slowing growth in emerging markets is temporary
Finnish investment service company FIM estimates that the slowing growth of the emerging economies is caused mainly by the business cycles.…
Growth potential on cyclically-sensitive japanese and emerging markets stocks
Pictet Asset Management maintains its preference for the two most cyclically-sensitive areas, emerging markets and Japan.