Are we there yet?

vontobel
A cura di Ludovic Colin di Vontobel AM That’s the question from the back seat of the car that every parent has heard hundreds of times. Since the Fed rate hike in December of last year, 2016 has seen the market sitting in the back seat and Janet Yellen in the role of the parent in the driving seat patiently replying, “Just a little bit further.” The view out of the window remains the same yield-starved...

Dagong Europe analyses the insurance sector

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Dagong Europe has published a commentary entitled Top 5 Europe Based Multiline Insurance Groups: Performance and Outlook. The new commentary analyses credit characteristics, the latest performance and trends of the top five composite insurance groups by premium volumes based in Europe, namely AXA, Allianz, Generali, Aviva and Zurich. The report looks at the peer group on aggregate basis to assess overall...

Kowtow To The Fed And Imf

di Walter Snyder, Swiss Financial Consulting The IMF will take a decision on whether to include the Chinese currency in the SDR basket at the end of November while the Fed will most likely raise its rates by 25 basis points at its December FOMC meeting. These decisions will have far-reaching effects on the global economy, which is experiencing a slowdown due to collapsing commodity prices stemming...

S&P: “The global automotive industry faces mounting uncertainties”

a cura di Standard & Poor’s Variations in the economic health and prospects of regional auto markets around the world are generally counterbalancing each other, with auto sales rising in the highly competitive U.S. and European markets while China’s economic woes contribute to weaker sales locally and set the stage for fiercer competition and earnings pressure in 2016, according to...

Tips for Picking Stocks in a Nasty Market

a cura di Kathy Kristof, Kiplinger’s Personal Finance Make volatility your friend. The summer swoon un – settled stock investors, but it was a great opportunity for those who were prepared, says Hugh John – son, a money manager in Albany, N.Y. Johnson used the downturn to snap up shares of such high- quality companies as Apple and Target. Stock market volatility is likely to persist for...

Telecom Italia, ha senso la separazione della rete? L’opinione di Banca Akros

a cura di Banca Akros Network Separation has surfaced a few times as a possible option for Telecom Italia (TI) in the past decade. The official spin-off project which had been initiated at the end of 2012 was then officially terminated in November 2013, in the context of negative rulings from Agcom and the resignation of TI’s former Chairman & CEO Franco Bernabè. Under the tenure of the...

Bill Gross (Janus Capital): “Saved by zero?”

a cura di Bill Gross, gestore del fondo Janus Global Unconstrained Bond Fund So the Fed has chosen to hold off on their goal of normalizing interest rates and the ECB has countered with the threat of extending their scheduled QE with more checks and more negative interest rates and the investment community wonders how long can this keep goin’ on. For a long time I suppose, as evidenced by history...

Stoxx lancia gli indici “istoxx Europe Centenary”

STOXX, a leading provider of innovative, tradable and global index concepts, today announced the launch of the iSTOXX Europe Centenary and iSTOXX Europe Centenary Select 30 indices. This unique index concept selects companies from the well-known STOXX Europe 600 Index which have been founded more than 100 years ago. The iSTOXX Europe Centenary Select 30 Index methodology also ads screens for dividend...

Chinese Insurance and Reinsurance Industries, l’analisi di Dagong Europe

Dagong Europe has published two commentaries related to the Chinese Insurance and Reinsurance industries: China’s Reinsurance Market Overview – A Double-Edged Sword and China’s Insurance Market Overview – Characteristics and Trends. China’s Reinsurance Market Overview – A double Edged Sword provides a snapshot of the main trends and characteristics, the performance of the largest players,...

iStoxx Europe Demography 50 index licensed to Credit Suisse

STOXX, a leading provider of innovative, tradable and global index concepts, announced that the newly launched iSTOXX Europe Demography 50 Index has been licensed to Credit Suisse to be used as the basis for Structured Products. The new index provides a representation of companies from sectors that will be impacted by demographic changes, with an overlay of screens for high dividends and low volatility. The...