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Posts Tagged ‘investing’


Macron wins French Presidential election

French Election

In line with the polls, Emmanuel Macron cruised to an easy victory in the second round of the French presidential election, taking 66% of the vote. Macron’s party, En Marche! is also doing well in the polls for the June parliamentary elections1. Which may mean that Macron’s power to implement reforms could be bigger than

May 8, 2017 Categories: Market Updates, Markets
Brexit

Brexit heats up: 4 things to watch

With the outcome of last year’s Brexit vote paving the way for the UK to leave the European Union (EU), British Prime Minister May began the formal divorce proceedings last month. And now, she has surprisingly called for a snap election, earlier than expected, on 8 June. In the meantime, I keep hearing from investors,

Apr 26, 2017 Categories: Market Updates, Markets

French presidential election: Macron and Le Pen run-off May 7

Although the race between the top four candidates tightened near the end, Emmanuel Macron and Marine Le Pen made it to the second round. The markets seem to consider this good news, likely because it views Macron’s policies as fiscally more conservative than Le Pen’s. In our view, the subsequent market rally – namely in

Apr 25, 2017 Categories: Market Updates
Wire-blog-geopolitical-risk

When should we care about geopolitical risk?

Between Trump, Brexit, and the coming French elections, there’s been a great deal of focus on geopolitical risks and their possible impacts on markets and investors. So how do we deal with geopolitical risk? We believe the answer lies in taking a close look at Cycle, Value and Sentiment. The power of Cycle, Value and

What if the experts were right to put Trump’s and Brexit’s chances at 30%?

It’s the quiet week before Christmas, so I’m taking the opportunity to briefly set investment, pensions and charitable trusts aside and sneak in a post that touches on some of my favourite subjects: probabilities, forecasting and uncertainty. Specifically: what are the right – and wrong – lessons about forecasting from Donald Trump’s victory and the

Dec 21, 2016 Categories: Market Updates

Fed Announcement: Did Yellen get it right?

The Fed raises rates. Finally. It’s been a long wait, but the U.S. Federal Reserve (Fed) finally raised interest rates by 25 basis points today, bringing the current rate to 0.5 – 0. 75%. The market took a small step back today, with the S&P 500® falling by 0.8%. We believe the rate increase has

Dec 15, 2016 Categories: Market Updates

Italian referendum and global markets: What’s next in 2017

‘Once more unto the breach’. We imagine financial markets feel similar to the troops in Shakespeare’s King Henry the Fifth, after the ‘no’ vote in the Italian referendum on constitutional reform. Political events and the markets: The dangers of overreacting In a year full of political upsets, markets have to once more overcome uncertainty. With

Dec 5, 2016 Categories: Market Updates, Multi-asset

Passive investing: Are you buying high?

All asset allocations come in and out of favour. Growth versus value. Equity versus fixed. And passive investing is no different. Passive vehicles are clearly popular right now. On the most fundamental level, does that popularity make them a good choice? Is it possible that investors moving into passive are moving in at the top

Nov 16, 2016 Categories: Multi-asset

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

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