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Archive for the ‘Markets’ Category


Quarterly Fixed Income Survey: bound in a narrow range

After an 80 basis point jump in US Treasury yields following the US presidential election, fixed income money managers have adjusted to the new environment. Across rates, spreads and major currencies, our second Global Fixed Income Survey1 shows managers’ forecasts are mostly clustered in a narrow range. The tightest consensus of all is for 2-3

Feb 24, 2017 Categories: Investment, Investment Strategy, Markets

Bulk Annuities – 2017 NOT the year of the buy-out?

A couple of articles on the bulk annuity market caught my eye this week and reminded me of a great blog post authored by my Seattle based colleague, Bob Collie back in October, “What about the 98% of plans NOT doing annuity buyouts?”. Wednesday’s Financial Times contained an article* predicting a big recovery in the

Jan 6, 2017 Categories: Investment, Markets

U.S. elections 2016: Trump wins White House. Markets react with a selloff.

U.S. voters wanted change. They got it. Unless there is a recount surprise, as of now, it appears likely we will have Donald Trump as the next American president. In September, we wrote about the erosion of the middle class, especially in key rust belt states. Even with the aggregate economic gains during Obama’s presidency,

Nov 9, 2016 Categories: Investment, Markets

Emerging Markets (EM) Equities – where in the world do global managers get their exposure?

Recently, an increasing number of global equity managers have started to manage against an All-World benchmark (including EM) rather than a Developed benchmark (ex-EM). For busy investors with limited time and resources, it might look like a quick win to have their global equity manager cover EM too. But not so fast! EM merits some

Nov 7, 2016 Categories: Investment, Markets

American politics: Markets still depend on fundamentals

American politics: Markets still depend on fundamentals Hillary or Trump? Before we get too hung up on how one U.S. President or another might impact markets, let’s keep in mind that, in the US, the impact the executive branch can have is intentionally limited. Wise investors continue to focus on what always impacts investments: market

Oct 11, 2016 Categories: Markets

Brexit is so passé, what’s the next unexpected event?

After the initial shock of Brexit, the overall impact has been more favourable than feared. Survey data on consumer products and producer confidence as well as the housing sector have partly rebounded after steep initial drops. Financial markets too have recovered quickly and riskier assets have not been overly penalised. Indeed, Brexiteers can already be

Oct 4, 2016 Categories: Markets

Will the US presidential election impact markets?

The US presidential election has been top of mind for most people, given our 24-hour news channels and relentless coverage. But it’s worth taking a step back to evaluate the real impact of a presidential race on investments, and how that impact compares to other factors.This year we’re seeing populist movements in both major political

Sep 29, 2016 Categories: Markets

No great surprise – Fed rate remains steady

This was the closest call we’ve seen in a while,but probably to no one’s great surprise the U.S Federal Reserve (the Fed) decided to hold rates steady at 25-50 basis points today. It was a move that was pretty well signaled September 12 when Federal Reserve Governor Lael Brainard remained steadfastly dovish in a speech,

Sep 22, 2016 Categories: Investment Strategy, Markets

Emerging Markets Equities – Emerging Investment Performance

Emerging Markets (EM) are a hot topic for investors. In the first of three blogs, Senior Investment Strategist Graham Harman reviews the case for long term value in EM equities. His next blogs will examine where the risks are for this asset class and discuss whether now is the right time to buy. Emerging markets

Sep 14, 2016 Categories: Investment, Investment Strategy, Markets

Seeking return from fixed income: credit where credit’s due

Investors are struggling. High valuations and low interest rates make both equities and government bonds prospectively riskier and less rewarding. The search is on for alternative approaches and more flexible outcome-oriented strategies. Credit can play an important role in this search, but investors need to understand the characteristics of credit risk and where it fits

Sep 6, 2016 Categories: Investment, Markets

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