Fidelity‘s Asset Class Outlook for 2017 is out!
Markets have been quick in adapting to a post-Trump, post-Brexit landscape. What lies ahead for equites, fixed income and alternatives? Find out our views here http://bit.ly/2fZANVP
What should we make of Republican policy makers’ and President-Elect Donald Trump’s plans for higher spending and various tax cuts? Find out in the latest #Fidelity research note written with Dierk Brandenburg
Available here
After the Brexit referendum, Italy, and Italian banks, move onto the radar as the next source of political shockwaves. In our latest note with Federico Wynne, available on the Fidelity International website, we discuss the implications for fixed income investors of what is going to be a hot Italian summer. Read all about it at the following link!
https://www.fidelity.de/static/pdf/institutional/fidelity-a-hot-italian-summer.pdf
The Brexit referendum is around the corner. But can the UK afford to leave? Read out thoughts in our latest paper. Available online on the Fidelity website. Enjoy!
Click to access can-the-uk-afford-to-leave.pdf
Helicopter money? Make sure you read our checklist before taking off. Our latest paper available online on the Fidelity website. Enjoy!
https://www.fidelity.de/static/pdf/institutional/checklist-for-wanna-be-helicopter-pilots.pdf
A great infographic on the upcoming Swiss Gold Referendum on Nov 30th by Visual Capitalist. Something the market has been focusing on of late, but that could gain further momentum as the referendum date approaches.
Continue reading
I found this very cool slide deck by professor Ed Dolan, explaining in very simple terms Quantitative Easing as done by the Fed from 2008 to 2014. A textbook model explaining what worked and what did not. Enjoy!
Check out some of Dr. Dolan’s other posts on his blog, available here.
The last few days have been quite a rollercoaster ride for market participants, and the “correction” in equities and rates has left a lot of people counting losses. Not a pretty sight. Reasons put forward for the moves have been several: stretched positioning, herd behaviour by asset managers, the usual “it’s the algos stopping out”, and, on a broader level, regulation and the impact it’s having on liquidity in most asset markets.
I don’t really want to come across as a fear monger, but this infographic is really worth checking out…
Quoting ValueWalk.com
In today’s insanely connected world, the ability to create and burst market bubbles is even more amplified. For those uninitiated, a bubble is when speculation in a type of security inflates the price far beyond the fundamentals allow. While they can go for years or even decades, eventually reality takes hold and the bubble can crash in a much shorter time frame. In just the last 15 years, two notable bubbles were popped in the Dot-Com and housing markets.
As we still digest this week’s U.S. Non-Farm Payrolls report, I have put together an overview of what is going on in the world, and where I think we are heading.
In particular I have recently been thinking a lot about inflation, or lack of any, that we are witnessing on a global scale. Whether this trend reverses in the coming months will be extremely important for both Wall Street and Main Street.
I am pretty confident that this will not happen, that deflation or flat lining prices are here to stay, and this will lead to anaemic growth for quite a few years, as debt sustainability will continue to be an issue. Here’s why. Continue reading
MacroCentral.com 