Cash flow into shareholder pockets
Swiss & Global AM's Carlo Capaul argues that now is the time for investors to switch to undervalued equities as companies with cash are on the verge of launching a stream of buyback programmes.
Swiss & Global AM's Carlo Capaul argues that now is the time for investors to switch to undervalued equities as companies with cash are on the verge of launching a stream of buyback programmes.
Valuations need a lot of stretch before they start to really matter.
As spring looms, brief drops in the Japanese equity market prove fertile ground for fears of market crashes.
Since the financial crisis, counterparty or credit risk have been under closer scrutiny when researching structured products.
Prices in the capital surged this month, helping national values post their best annual increase since before the financial crisis, according to Rightmove, the property website.
European asset managers are set to rationalise their fund ranges further, but at a corporate level a widespread M&A spree is unlikely.
As the bearish mood around EM continues into 2014, it might be time to hunt for some hidden stock opportunities
Expect a slow global recovery with US accelerating as further growth drivers emerge
Going into 2014 a stronger US and EM crisis were the key market drivers – both now appear to be unwinding
At a time when emerging markets appear to be losing their two pillars of support – QE being withdrawn and China growth weakening, the US growth picture is also showing signs of cracks.
Now the global economy is showing signs of sustainability to the post-financial crisis recovery, so too is the private equity industry.
Some emerging markets have found themselves wobbling in recent weeks‚ following a long period of hitching themselves to the loose monetary policy of the Federal Reserve. They face the choice of hanging on (by raising rates) or letting go (allowing their currency to depreciate) but neither of these options will be pain-free.