The centrist Emmanuel Macron's success in the first round of the French presidential election is likely to re-energise Europe.| 26-04-17 | | Opinion
The Fed's talk of a symmetrical inflation goal played well to markets when they were in the throes of the reflation trade. Markets are now flipping to the conclusion that transparency amounts to dovish policy.| 20-04-17 | | Opinion
As 2017 began, there was (once again) an air of optimism that interest rates are about to return to normal. This optimism dismisses the significant structural headwinds that are prevalent.
Opinions in the active-passive investment debate have drifted poles apart over recent years. This paper revisits this discussion finding that, unlike their stock counterparts, active bond mutual funds have largely outperformed their median passive peers over the sample period.| 27-04-17 | | White Paper
Can clients easily change their behaviour? The theory of planned behaviour can help to promote real change and convert intentions into outcomes.| 1.00 CE | 15-02-17 | | Resources
US-China relations under President Donald Trump will be turbulent. This will be testing for an economically interdependent region.
Trump is learning that he is hemmed in by the same constraints as Obama's administration. As with Obama, the agent of change is turning out to be an agent of continuity.
The market is expecting a big pick-up in earnings from Trump's business friendly tax cuts, deregulation and an infrastructure spending boom. But will it be enough?
Do professional investors do better when investing on their own behalf? What is the relationship between the remuneration of professional investors and performance? What role to gender and age play in the use of ETFs?| 10-04-17 | | Review
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