Inflows Into Nearly Every Asset Class In 2017 – 2018 Warm Up Act?

Although the overarching story of global markets in 2017 was subdued volatility, overall there were net inflows almost entirely across the board – with global equity mutual funds/ETFs (US$281bn), bond funds (US$346bn), global money markets (US$145bn) and commodities (US$8.6bn) recording increases. Investors poured record net inflows of over $620bn into global equity mutual funds/ETFs and bond… Please follow and like us:

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Foreign Stock Markets Seen as Hot Investment in 2018

A confluence of global synchronized growth, accommodative money policy and positive political reform in Europe should lead to continued double-digit returns for foreign equities in 2018, according to the Northern Trust CIO Bob Browne. “We feel positive on European growth, Abenomics is certainly working in Japan, and we’re not expecting a hard landing in China,” Browne… Please follow and like us:

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Investors look to 2018 for increased growth as the IPO market returns to pre-crisis level highs in 2017

– By deal number, 2017 is the most active year for global IPOs since 2007- IPO activity in all regions up double digits; Asia-Pacific dominates global activity- 2018 outlook: IPO activity levels expected to rise with a busy year ahead and mega deals on the horizon LONDON, Dec. 12, 2017 /PRNewswire/ — Global IPO activity surged… Please follow and like us:

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S&P 500 Projected Return: 5% P.A. Or -4% – Robecco

2018 will be a “coming of age” for financial markets around the world as central banks wind down QE and economic growth gains traction, that’s the main takeaway from Robeco’s latest Expected Returns 2018-2022 report. Robecco’s report, which is published every year and gives a five-year expected returns forecast for the period ahead, has been named… Please follow and like us:

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Global GDP growth forecast at 3% in 2018: Conference Board

NEW YORK – After exceeding expectations in 2017, the global economy is projected to carry forward its current momentum to generate a 3 percent growth rate through 2018, the Conference Board said in its latest Global Economic Outlook 2018 on Monday. “Global growth has finally left the starting gate since the global economic and financial crisis,”… Please follow and like us:

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Global economic upswing offers window of opportunity for reforms:IMF

IMF projects global economy to grow at 3.6 percent this year. [Dong Leshuo/China Daily] WASHINGTON – The current broad-based global economic upswing offers an ideal window of opportunity to undertake critical reforms, the International Monetary Fund (IMF) said Tuesday. Broad-based acceleration In its latest World Economic Outlook, the IMF forecast that the global economy will grow… Please follow and like us:

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De-Dollarization & Disintermediation – Russian Mobile Phone Operator Issues First Blockchain-Backed Bond

by Tyler Durden Oct 4, 2017 6:30 PM Authored by Tom Luongo via Gold, Goats, & Guns blog, For months now Russia has been moving into the blockchain space in a serious way. I’ve talked about these moves in previous articles ( here, here and yes, even here) Image Source: CoinTelegraph But, the latest news is… Please follow and like us:

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With US Stock Market Breaking Into New Highs, Top Hedge Fund Performers Focused Abroad

With the US stock market breaking into new highs in September, the HSBC Hedge Weekly performance list continues to have a distinctly Chinese flavor to it. Of the top five hedge fund performers, four are focused on Asian markets, while in the top 20, none of the top performers are focused on the US exclusively. But… Please follow and like us:

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Xi: BRICS should work to usher in 2nd ‘golden decade’

XIAMEN – Chinese President Xi Jinping said Sunday that BRICS countries should work to usher in the second “golden decade” of cooperation. Xi made the remarks in a keynote speech at the opening ceremony of the BRICS Business Forum in the southeastern city of Xiamen. He said going forward, BRICS countries have major tasks to accomplish,… Please follow and like us:

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What Are the Asset Allocation Implications of a Persistently Weak Dollar? [CHARTS]

We’ve been arguing since the end of 2016 that we could be in for a sustained period of USD weakness and the markets have so far in 2017 delivered just that. Indeed, even with the USD having its worst start to the year since 1985, 1) baked-in higher budget deficits, 2) the heightened prospect of a… Please follow and like us:

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The fear of Asset Bubbles In FX Markets

Mean reversion is “a concept of normality,” where extreme events can cause an asset to diverge from its long-term averages. For Deutsche Bank Foreign Exchange Macro Strategist Sebastien Galy, the theory of mean reversion works, so long as the underlying economic principles that exert the law of gravity on currency prices don’t change. Looking at currency… Please follow and like us:

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Is It Time For International Small-Cap?

Portfolio Manager David Nadel makes the case for international small-caps. Watch the video here. Get The Full Margin of Safety Series in PDF Get the entire 10-part series on Margin of Safety in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. We respect your email privacy Also read:… Please follow and like us:

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China investments reap 19% returns for UK-registered funds

UK-registered funds investing in China delivered the best returns to British investors in the first half of 2017, according to data released on Thursday by investment research company Morningstar. The data showed that funds invested in China returned nearly 19 percent to investors on average over the six months to June 30. The China returns were… Please follow and like us:

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Mid-Year Outlook: The Resurgence Of Emerging Markets

The first half of 2017 has been bright for emerging markets, generally speaking. My colleagues Stephen Dover, chief investment officer of Templeton Emerging Markets Group, Chetan Sehgal, director of Global Emerging Markets/Small-Cap Strategies and Carlos Hardenberg, senior vice president, director of Frontier Markets Strategies, examine factors boosting sentiment this year and point to some themes and… Please follow and like us:

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Slowing growth could mean the birth of a bottom-up bull market in China

Edward Cole [Photo provided to chinadaily.com.cn] In the context of China’s ongoing structural transition, the withdrawal of liquidity by the People’s Bank of China (PBOC) has significant implications for markets. Over the coming months, we expect headwinds for deep cyclical, China-facing stocks across the Emerging Markets (EM) complex. We believe that this is likely to lead… Please follow and like us:

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