As Disruption Banking only just recently concluded its in-depth investigative series on the Dow-30 stock members, one question now refuses to go away: Why isn’t …
Who are the most notorious rogue traders? Do their stories share common features? Is the phenomenon of "rogue trading" an inherent part of the industry, or can better regulation and workplace culture protect against such activity?
This is a trend that Swiss FinTech company ALLINDEX is looking to capitalise on. They are aiming to “democratise customised investments” – allowing individual investors to build customized indexes in a self-service fashion in order to reflect their own ambitions and beliefs.
Usually, we would expect increased inflation to drive up the price of gold. Gold is, after all, traditionally considered to be a hedge against inflation.
The recent correction in Chinese equity markets highlighted the uncertainties of the global pandemic recovery. But amid the ongoing transformation of the world’s second-largest economy, we see a long-term story that should support investment opportunities.
Our portfolios are positioned for a rise, albeit not a surge, in inflation. Our fixed income exposure is on the low side and the bond holdings are of quite short maturity, limiting our vulnerability to a further rise in yields.
Chinese GDP in the first quarter was up as much as 18.4% on a year earlier. But the gain compared to the previous quarter was a much more meagre 0.6%. Even so, growth over the year as a whole should still be close to 9%, higher than any other major economy with the exception of India.
Inflation is set to pick up substantially over coming months as the rebound in oil prices from their collapse last year kicks in. However, the oil-effect will be temporary and central banks will be much more focused on underlying inflation.
Just over a year ago, Trump was talking about reaching some kind of understanding with China when we covered a story about his time at Davos. This week we saw the U.S., the EU, Canada and the UK sanction China for alleged human rights abuses. Things have definitely taken a dramatic turn.
We continue to believe UK equities could build further on their recent outperformance. But this is much more about their cheapness and the rotation into value rather than hopes of any glorious post-Brexit future for the economy.
Some might say that the US market for Deutsche Bank is like the acquisition of ABN Amro for RBS, but so far Deutsche Bank are clinging onto their US business after years of heavy investment.
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