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
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
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.
MacroCentral.com 