Editorial: Mind the gap - Focus: Profits are not all the same
Markets are also discounting monetary events, as too, we identify a significant gap between the US central bank’s decisions to change the Federal funds rate and the current fundamentals.
Editorial: Separate fact from fiction Focus: A dovish Fed and its impact on US banks
While it is true that the protectionist threat is still alive and global growth is slowing down, reverting to a new normal, this does not mean recession.
Editorial: All quiet on the Western front – Focus: Sustainable and responsible investments – ESG integration
It is certainly not quiet in the West, but also less worrying than one could have feared.
Philanthropy: a booming industry
An overview of this rapidly growing industry and its future trends.
EDITORIAL: “APRIL. MONTH OF DUST AND LIES” - Focus: Is Goodwill at risk? The situation in the US and in Europe
How can we qualify the 2019 rebound? It may be that the market has already looked past the current poor economic data.
EDITORIAL: (TRADE) WAR AND PEACE - FOCUS: HEDGE FUND INVESTMENTS
Investor sentiment has increasingly turned to uncertainty and scepticism which can be partially linked to the trade war. However, the picture is not as bleak as we may think.
Editorial: Blessings in Disguise - Focus: Brexit and the London, Paris and Frankfurt office markets
Global Economic Policy Uncertainty Index has hit a record high since its inception in 1997. However, while volatility remains high in financial markets, it has started to decrease.
Editorial: ANNUS HORRIBILIS - Focus: IT’S (ALMOST) ALL ABOUT DEBT
Did the financial markets’ poor performance reflect an equally suffering global economy?
Machine learning, artificial intelligence, and reinforcement learning concepts rely on two pillars: algorithms and computation power. It is true that the subject is vast but...
Equities: end of the cycle? - Focus: Brexit and UK banks
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WHAT IS AT STAKE IN THE US MIDTERM ELECTIONS?
The quick answer to that question is “a lot”. Not only will the...