To find out where the markets are headed, it’s important to understand the dominant themes at work today – from ESG investing to artificial intelligence to geopolitical tensions. Our investment experts offer their insights and analysis to help you make more informed decisions.
Changes to the nature of workforces in the developed world have seen the proportion of Gross Domestic Product (GDP) accounted for by wages fall for several decades, boosting investment returns. However, these trends could be set to reverse, with negative consequences for investors in the years to come.
Sales of domestic-brand sedans and SUVs rose in 3Q 2018 year-to-year, while those of joint-venture (JV) premium brands fell by the same percentage. Domestic-brand dealers generally reported flat levels of discounts/promotions vs. last year, while JV premium–brand dealers cited higher levels of discounts/promotions.
A low-growth, low-interest rate environment is firmly established globally, and a combination of external forces look set to inhibit any improvement for years to come. This makes investors’ hunt for income more complicated than ever.
In an interview with the German newspaper Börsen-Zeitung, Andreas Utermann makes the case that an EU action plan has to establish a framework for attractive investment projects, while acknowledging that Green Bond and Social Bond Principles are internationally accepted norms.
International vacation booking volumes for the 2019 summer season vs. the same time last year were flat for slightly more than half of sources and up for slightly less than half. Consumers’ main criteria for deciding on a vacation include price as much as the destination itself.
The world is changing rapidly as disruption impacts every sector. We believe an active management approach is essential to make the most of the opportunities, while managing the threats inherent in this technological and social shift.
Higher yield potential and added diversification aren’t the only qualities attracting fixed-income investors to Asia. The region’s bond markets are large and growing, and reform-minded governments are providing the necessary policy support to maintain growth.