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Assets that havent moved yet

12. September 2023
Intriguing Market Insights from Luke Templeman, Olga Cotaga and Galina Pozdnyakova. Despite being closer to a Fed pause, many rate-sensitive assets are yet to recover. Investors are cautious, perhaps due to last year's rapid drops. But if history is any indicator, any post-pause rally could be swift. In years like 2023, the latter part of the year tends to be good for equities. Hedge funds, trailing the S&P 500, may make moves to catch up. In Europe, interdependencies with China are worth noting. Despite recent challenges, we remain optimistic about Chinese markets, with potential catalysts like improved corporate earnings and stimulus on the horizon. A key concern remains with the lag effects of rate rises impacting the high-yield debt market. [mehr]

Weitere Dokumente zum Thema "International"

488 (21-32)
10. Januar 2024
21
In our latest Q&A with we speak with Brett Ryan, Senior US Economist. He provides valuable insights into the anticipated actions of the Fed regarding the policy rate at the upcoming March FOMC meeting, discusses the outlook for the US economy, and examines potential market impacts resulting from the US elections. [mehr]
27. Dezember 2023
22
Luke Templeman and Olga Cotaga discuss the implications of ageing populations on economies, financial markets and corporate balance sheets. The thematic research analysts rebuke common misconceptions that more retirees equals to government budgets blowing out, or that there could be an equity sell-off as baby boomers switch to bonds. On top of this, they discuss why some Western countries have an underappreciated demographic advantage and why short-term ageing concerns in China may be overdone. [mehr]
19. Dezember 2023
24
Das Jahr 2023 wird als das Jahr in die Geschichte eingehen, in dem Künstliche Intelligenz zum Mainstream wurde. Wir stehen an der Schwelle zu einer KI-Revolution, die eine der tiefgreifendsten Entwicklungen seit Generationen sein wird. Sie wird das Produktivitätswachstum ankurbeln, das in den USA bis zum Ende des Jahrzehnts auf deutlich über 3% pro Jahr ansteigen dürfte. [mehr]
15. Dezember 2023
25
There will be varying degrees of opinion regarding the success of COP28, the first global stocktake summit after the Paris Agreement (2015). Ultimately, it was fascinating to experience the event considering the backdrop of Dubai and the leadership style of the UAE, a nation with roots in oil but a stated ambition to achieve net zero and increase its renewable energy capacity. [mehr]
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