The dollar rally is just getting started – Pal
The dollar could rise as much as 30% further from current levels said Raoul Pal on Tuesday, pushed further by a funding shortfalls and the move toward protectionism.
Société Générale
-
-
Bond vigilantes could force Fed’s hand in 2017 – Edwards
Bond vigilantes could force the Fed into two rate hikes in the first half of next year, Societe Generale’s Albert Edwards has warned.
-
Crude bull market depends on sentiment and Saudi delivery
The price of brent crude broke through $50 per barrel on Thursday afternoon prompting headlines writers to tout oil’s return to bull market territory.
-
Property crisis like ‘09 not on the horizon – Orchard Street IM
Differences in debt and development are the primary indicators that the UK property crisis of ’09 is not going to repeat itself, said Philip Gadsden of Orchard Street Investment Management.
-
British Land holds firm despite cautious property climate
British Land saw its share price hold firm at 629p despite expressing concerns over cautious occupiers and investors.
-
Higher allocation to Europe-ex-UK a route to greater diversification
High correlation between equity markets continues to hamper diversification efforts, according to Societe Generale.
-
Macro puzzle has pieces that do not fit – SocGen
Societe Generale has warned investors that there are pieces of the current macroeconomic puzzle that do not fit.
-
Brexit strategies
Recent reports from those favouring Britain to stay in the EU suggest a Brexit of any sort would be severely damaging to the UK economy. We assess what will be in store for investors if Brexit happens, and how best to prepare your portfolios ahead of the vote on 23 June.
-
PA ANALYSIS: The case for post-holiday investment optimism
Returning to work after a two and half week holiday always involves a little bit of trepidation: What have I missed, how much email will be lying in wait, do I really have to go back to school?
-
US bonds seeing worst outflows since 2013 – SocGen
United States bonds have seen the worst monthly outflows from the asset class since 2013, according to Societe Generale.
-
UK dividend yield ‘too concentrated, not sufficiently covered’
United Kingdom dividend yield is a big concern going into 2016 as it is ‘too concentrated and not sufficiently covered’ according to Societe Generale.
-
Lowes Financial launches structured deal with 10% payout potential
Lowes Financial Management, in conjunction with Societe Generale and Mariana Capital, has launched a structured product based on the FTSE-100 index that offers investors the potential of a 10% annual return after three years.
