Market commentary

US and UK M&A activity remains strong despite global downturn

Deloitte analysis confirms US and UK M&A (mergers and acquisitiions) volumes outpace the rest of Europe; 771 deals recorded between the US and rest of Europe in 2018, a 20 percent decrease on 2017's number; divergence between UK and rest of Europe continues in Q1 2019 with M&A values in Europe...
Cyclicals stand out amid inflated eurozone recession fears

  NN Investment Partners believes the eurozone economy could surprise on the upside as Asian trade picks up later this year. We see value in integrated oil firms and cyclicals, which are currently priced for a recession. Investors can benefit from firms with strong dividend growth potential and...
From Squeeze to Totaalvoetbal

View from the Bond Market, by Chris Iggo, Chief Investment Officer Fixed Income, AXA Investment Managers The big squeeze Big wide world Positive sentiment It is risky though High risk, high return China diversifies Good macro story Totaalvoetbal Fixed income markets are enjoying a good run with the...
Asia ups allocations to ETFs

Allocations to exchange-traded funds (ETFs) in Asian institutional portfolios increased sharply last year. For institutional ETF investors participating in the most recent Greenwich Associates Asian ETF Study, average ETF allocations grew to 23 percent of total assets in 2018 from 14 percent in...
People will demand sanctions


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