Perspectives

On the eve of 2015, oil and the US economy are already dictating the shape of investment

The oil price collapse is consistent with the long-standing themes in our Secular Trends Every year in November we review and update our Secular Trends publication. In simple terms, our prognosis for the decade favours – and has favoured – developed markets over emerging markets, the dollar over the euro, and technology over commodities. At […]

Quantitative easing at a crossroads

The effects of changes to QE are not linear The era of unconventional monetary policy began after the collapse of the Lehman Brothers investment bank in September 2009. One of the most controversial aspects of this policy is the direct purchase of assets by central banks, commonly known as quantitative easing or QE. At the […]

Equity markets undermined by mounting risks

Asset management in the era of big data While the departure of the ‘bond king’ Bill Gross at Pimco has dominated headlines in the asset management industry, behind the scenes, leaders are worrying about possible future competition from tech giants such as Google, Facebook or Alibaba. But what is there to fear, a priori, from […]

Quality at bargain prices

After the current phase of consolidation of European indices, one of two things can happen. Either we exit this phase on the up, which seems unlikely without the big European names being involved. Or we return to renewed cyclical or political tensions, in which case quality stocks will benefit from their defensive characteristics. Either way, it seems wise not to offload large blue chips.

Emerging-world uncertainties not holding developed markets back

We have described the current economic cycle as being driven by the technology sector and by innovation. In this respect it echoes the 1990s, which were marked by the growth of the Internet and the mobile telephone. Today, innovation is found on varied fronts.These include the transition from PC to mobile, robotics, the convergence of life sciences and technology, low-cost ‘big data’ processing, electric cars.

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