In less than a generation, emerging markets and developing economies have gone from being producers of goods and trading hubs for developed countries, to becoming an important destination for consumer goods and services in their own right. They now account for nearly 80 percent of global economic growth, and 85 percent of growth in global consumption – more than double their … [Read more...] about The shifting economic powers
Markets appear to be having a bit of difficulty navigating the end of QE; as the Fed balance sheet starts to shrink, non-US markets in particular are feeling the strain. … [Read more...] about How changes in the value of the US dollar can impact us all
The potential costs to some companies of insuring their assets against the impact of climate change could equate to more than 4% of their market values, according to our new physical risk assessment. … [Read more...] about How will the physical risks of climate change affect companies?
2018 has been an eventful year so far for global markets. When considering the key events of the year, you would be forgiven for focusing on the return of volatility, the impact of a possible trade war or even the repercussions of 10-year US yields topping the 3% mark. A less discussed story has been the resurgence of commodities prices. So, has this strong start to the year … [Read more...] about Is now a good time to consider commodities?
History repeats itself, first as tragedy, second as farce – Karl Marx. Originally referring to Napoleon, this nostrum is now being played out in the UK, as an increasingly forlorn-looking Theresa May struggles to keep her fractious party together. Neither sides of the Leave/Remain divide (or is that chasm?) appear either happy with the current situation nor willing to … [Read more...] about Brexit : Where to now for Irish investors?