Market Insight – Foreign Exchange – Kiwi strength sustainable? Surprise cut fails to halt NZD rally On March 10th the Reserve Bank of New Zealand (RBNZ)...
Doha – Desert storm in a teacup Expectations at the Doha OPEC Summit were for a simple rubber stamping of the agreement to freeze OPEC production...
ETF Securities Asset Allocation Research – Time to increase allocation into emerging market equities Summary • Until recently developed market (DM) equities have been favoured over...
Central Banks set priorities, jobs first, pensions later. Last week, Larry Fink (BlackRock) and Bill Gross (Pimco) emphasised the threat that negative interest rates policies (NIRP)...
An important data week for China could provide an upside catalyst for commodities Interpreting Chinese data releases for the months of January and February is always...
The latest IMFs report highlights how important emerging markets are. Developments in emerging markets (EMs) account for more than a third of the variations in stock...
Weekly Flows Analysis – The Fed minutes boost gold Gold ETPs registered strong inflows after the release of the Federal Reserve (Fed) minutes of the March...
Summary Euro IG corporate spreads have room to tighten European credit spreads should eventually move tighter to echo the gradual economic recovery in the Eurozone.ECB’s new...
Commodity ETP Weekly – Gold Seesaws Between Dovish Fed and Upbeat Jobs Report Positive inflows into Gold ETPs resume after dovish comments by Fed Chair Yellen...
Chinese inventory auction weighs on cotton price US cotton prices are currently hovering at seven year lows following a -8.7%* fall year to date. The decline...
