Focus

31.03.2016

UK consumer confidence deteriorates amid threat of Brexit

Are we seeing Brexit jitters at work now Whilst UK consumers remain resolutely upbeat about their personal financial situation concerns about prospects for the general [...]

 
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30.03.2016

Exerting control in a decidedly dovish direction

We maintain our view that the Fed will raise its policy rate twice this year in June and December but risks to our call remain [...]

 
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29.03.2016

The three "C's": China, Commodities and Central Banks Dominate the Global Outlook

Navigating an environment of tepid nominal growth and near-zero or negative interest rates was never going to be easy Still the events that have unfolded [...]

 
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23.03.2016

Getting used to slow growth

We forecast slower global growth and lower inflation than in our last Global Outlook in November An expected policy-induced re-acceleration in China should lift activity [...]

 
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21.03.2016

Five Investment Themes for China in Transition

Despite recent volatility and a longer-term economic transition under way China still offers growth opportunities Here are crucial themes to watch and weigh [...]

 
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15.03.2016

Expected Changes To The FOMC Statement

Growth and inflation have picked up a bit which we expect the FOMC to acknowledge The Fed’s LMCI fell in both January and February but [...]

 
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14.03.2016

Focus ON: The Almighty Dollar (W. Snyder)

The US dollar is overvalued The US national debt is of GDP and the annual balance of trade deficit is over billion Despite these figures [...]

 
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07.03.2016

Focus ON: Negative Interest Rates and Deflation (W. Snyder)

Hyperinflation for goods and services has so far not been evident despite QE while the prices of equities have risen inversely in respect to bond [...]

 
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04.03.2016

Giving Credit Where It’s Due

Does the US investment-grade credit market in bear territory for nearly two years finally offer more reward than risk of a larger default cycle [...]

 
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04.03.2016

Spain: Back to negotiations, but new elections seem increasingly likely in June

Today the Spanish parliament will vote again on the candidacy of the minority centre-left coalition Psoe driven by leader Sanchez and Ciudadanos However according to [...]

 
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Events


Semptember 2015
  • 24
    Aug

    Die Fonds-Konferenz der SKSF ist eine wichtige, branchenspezifische Plattform für Wissens- und Erfa

  • 29
    Aug

    Ein neues Gespenst geht um in Europa und der Welt – das Gespenst der Digitalisierung, der Automati

  • 02
    Sep

    2 evenings to find out about the latest from the digital industry & 2 days to find ideas and to crea

  • 11
    Sep

    ICDA will return this year to its alpine home for the 38th Bürgenstock Meeting.

  • 12
    Sep

    The objective of the Conference is to bring together all the diverse stakeholdersinterested in a pol

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