what does the sequester mean for investors
Now that the sequester has hit, what will the $85bn in federal spending cuts mean for the US economy and markets? In the very short term, the answer is…
Now that the sequester has hit, what will the $85bn in federal spending cuts mean for the US economy and markets? In the very short term, the answer is…
One solution for Italy's economic/fiscal problems could mean pushing Italy closer to the edge of its own fiscal cliff so it finally recognises the need for action, says Chris Iggo.
Keith Wade takes a global roadtrip to assess where the macro risks are and how likely they are to impact on his investment strategy.
As the US tax cuts delayed from 1 January kick in, Russ Koesterich looks at the effect on US GDP growth as well as its equity markets and what it all means for investors.
In his look at 2013, Johan Jooste picked out high beta stocks over defensives as the economic picture improves. Here he explains why Asian emerging markets are faring better than most.
A number of political leaders are in their second stint of power with others hoping to join them so Patrick Schotanus examines whether the pressures they saw first time around are abating or still a-biting.
James Montier's latest white paper looks at the causes of hyperinflation and argues that it is not just central banks printing money that will bring it about.
Johan Jooste gives his earnings-based argument for why he thinks cyclicals is the way to play US equities for growth in 2013.
Last month, I noted that a major risk for markets in 2013 is that the current ‘muddle through’ situation in the euro crisis becomes unsustainable.
The compression in eurozone bond spreads since ECB president Draghi’s pledge last July to “do whatever it takes to preserve the euro” suggests the worst may be over, as faith builds that the ECB will play its part in staving off sovereign default risk.
Russ Koesterich discusses the problems he sees with US treasuries despie the improving economic backdrop in the US.
The IMF and OECD are both predicting a positive growth story for the global economy in 2013, slow and hesitant but positive.