Analysis

Macro Views | analysis 14 Mar 16

For the rest of 2016, being less pessimistic could be what consumers need economies and companies to feel to encourage them to come to their rescue.

Africa | analysis 11 Mar 16

The four-way split of Old Mutual may be big news globally, though for many observers – and potential acquirers – the more remarkable story is its growing Wealth business.

Europe | analysis 10 Mar 16

The ECB’s latest salvo in the fight against the prospect of deflation was initially met positively by markets. But, a lack of a clear message that the Bank will cut rates further from here sent markets falling again almost as quickly.

Fixed Income | analysis 4 Mar 16

Those who believe that ‘risk-on, risk-off’ is consigned to the past look away now, with record inflows into US high-yield indicating that sentiment has shifted once again to the spicier end of the fixed income spectrum.

Equities | analysis 3 Mar 16

With returns from European equities distinctly harder to come by than during the QE inspired climb last year, active funds falling short in active share terms are going to find investors less forgiving.