Macro

Macro

What six signs show positivity in markets?

Negative market sentiment is understandable, but there are multiple reasons to maintain some positivity even in this difficult environment.

News

Will supply constraints prove to be the differentiator between countries?

In a pre-pandemic world of great abundance, supply was rarely a constraining factor on growth or a driver of higher inflation.

Investing

Natixis survey shows global retirement security falters as inflation spirals

The annual Global Retirement Index reveals 2022 could be the most challenging year to retire in recent history, as market environment impacts pension savings.

Investing

As Fed battles inflation, financial advisers brace for recession fallout

Advisers are adjusting clients' portfolios to weather the recession that could result from the central bank's response to spiking prices.

Macro

Should investors be wary of a strong dollar?

The greenback provides the green grease which lubricates the global economy and if monetary policy leads to a shortage of dollars, then further upsets and dislocations are quite possible.

News

Will ‘hot’ August inflation shift Fed’s interest rate trajectory higher?

The Fed may be pressured to target a higher terminal fed funds rate as it seeks to tame U.S. inflation expectations following strong price rises in August.

Macro

Is the current inflation structural or cyclical?

Now inflation has become an issue, governments across the world are making the same mistakes as in previous inflationary periods.

Macro

Seven issues in global markets to watch in September

From Europe’s natural gas crunch to the UKs new prime minister to Chinas stimulus measures, Invesco’s Kristina Hooper details seven issues she’s watching closely in September.

Investing

The signals that point to the market’s long-term recovery

History shows that a rally in a bear market can be something of a false dawn. Several components need to come together to signal a more sustained recovery.

Investing

Visits to Taiwan raise China’s ire, but unlikely to have market impact

While some investors may worry about portfolio repercussions, it’s unlikely the tensions between the world’s two-biggest economies will escalate enough to affect markets.

Macro

The return of the 1970s playbook

The Fed has reiterated that the main aim is to get inflation down – whether that creates a recession or not.

Equities

How historical rallies compare within bear markets

Resisting the urge to try to time the market, focusing on strategic asset allocation, and staying the course has typically been a highly effective approach for long-term investment success.

Equities

The six essentials when building an investment portfolio

Building a well-crafted portfolio requires an understanding of financial markets, taxes, asset classes, and human nature. Done right, the chances of positive investment outcomes are greatly increased.

Equities

How lower equity volatility has reduced portfolio risk

Qontigo’s Multi-Asset Class Risk Monitor showed that a stronger co-movement of share prices and foreign exchange rates against the dollar reduced the risk of US assets.

Macro

Where do the world’s two largest economies go from here?

Both the US and China are at crossroads, with market participants and spectators looking for signs of where these economies are headed from here.

Equities

Research shows US dollar ‘remains at strongest level in decades’

Qontigo’s weekly Equity Risk Monitor also revealed falling factor volatility has driven down index risk while Gulf Arab markets came out as top performers.