Den konsumentdiskretionära sektor har varit en solid spelare med Consumer Discretionary Select Sector SPDR (NYSEArca: XLY) och dess konkurrenter rankade nära det övre nivån av sektorbörsfonder....
Mitt i spirande ekonomiska och politiska problem har aktiemarknaderna över hela världen presterat anmärkningsvärt bra i år tack vare en massiv monetär lättnadspolitik. De senaste kursuppgångarna...
China Macro Monitor 2015 From Cyclical to Structural. After half a year of spectacular equity market performance to some the clouds of slowing economic growth cast...
Outlook 2015 Global Recovery to Drive Cyclical Assets Summary Cyclical asset exposures will give the best investment opportunities in 2015 on the back of the increasing...
ETFS Multi-Asset Weekly US and Europe Continue to Diverge Highlights Mild US weather outlook causes natural gas to plunge. Chinese equity markets extend rally. US Dollar...
China Macro Monitor November 2014 Rate Cuts Drive Next Leg of Equity Market Rally. This publication is a monthly report focusing on macro developments in China...
Deutsche Bank – Synthetic Equity & Index Strategy – Asia Through Train to Connect China A-shares with MSCI SH-HK Connect increases the chance of China A...
Deutsche Bank – Synthetic Equity & Index Strategy – Global TAARSS says prefer US equities and US Treasuries. Tactical Asset Allocation Relative Strength Signal (TAARSS) Monthly...
ETFS Multi-Asset Weekly A Turbulent Week for Investors – End of FED’s Asset Purchase Program and Upside GDP Surprise Drives Rally Highlights Nickel rebounds Global equities...
CHINA MACRO MONITOR Domestic Equities To Benefit From More StimulusOCTOBER 2014. This publication is a monthly report focusing on macro developments in China relevant to investors...
