The latest from HGi

Weekly wrap: FOMC expected to reveal QE path on Wednesday; stimulus scares or return to calm?

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16 hours ago
Economics & marketsClick for moreClick to follow:Economics & markets
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Stimulus scares resulted in a torrid week for global equities last week. Confusion and concerns about Fed tapering its quantitative easing programme hurt risk assets.  Japanese markets further weakened on Bank of Japan’s reluctance to add new measures to calm the volatility in its bond market. This week: queue the FOMC meeting when all will be revealed?

Back to the future?

Bill McQuakerClick for moreClick to follow:Bill McQuaker
250 Following
1 Day ago
EconomicsClick for moreClick to follow:Economics

Bill McQuaker explains why the US central bank policy is likely to remain dovish though macroeconomic data has been good, and that fears of the Fed halting QE are likely to be unfounded.

Understanding the Fund: Henderson Asia Pac Property Equity Fund

Tim GibsonClick for moreClick to follow:Tim Gibson
5 days ago
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In this video interview with Fundsupermart, Tim Gibson explains to investors why the Henderson Horizon Asia Pacific Property Equities Fund ("Fund") is a worthy addition to their portfolios.

Good news, bad news

1 week ago
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387 Following
 
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307 Following

The contrast between investor confidence in liquidity and caution on growth has been a defining feature of markets over the past year.   

Weekly wrap: Fair is foul, and foul is fair; US jobs data casts confusing spell

1 week ago
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Global equity markets finished lower last week, as investors continued to fret about when the US Federal Reserve might begin tapering its asset purchase programme. Markets were on tenterhooks until Friday’s employment report: 175,000 non-farm jobs were created in May, above analysts’ forecasts, but the unemployment rate, to which stimulus is tied, ticked up to 7.6% in May. Looking ahead, it is a relatively quiet week for data in the US and Europe. Investor focus could turn, instead, to Germany, where its top court votes on the legality of the European Central Bank’s outright monetary transactions programme.

China pessimism not supported by monetary trends

Simon WardClick for moreClick to follow:Simon Ward
186 Following
1 week ago
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387 Following
 
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The Chinese economy remains sluggish but prospects may be improving slightly.

Moving on from the financial crisis?

2 weeks ago
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21 Following

It appears that Bank of America is coming closer to putting the sub-prime mortgage crisis behind it. Over the last few years, the bank has had considerable legal expenses from mortgage put back claims – where purchasers of mortgage securities can require that the issuer buys them back due to errors in documentation and other problems.

Eurozone / UK surveys improving on schedule

Simon WardClick for moreClick to follow:Simon Ward
186 Following
2 weeks ago
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387 Following
 
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Money supply-based optimism about Eurozone and UK economic prospects is supported by manufacturing purchasing managers’ surveys for May released today – the Eurozone and UK new orders indices reached their highest levels since June and March 2011 respectively.

Weekly wrap: Bated breath before the all-important US non-farm payroll print

2 weeks ago
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Will they? Won’t they? Markets were in turmoil last week on concerns that the Federal Reserve might soon pull back its bond-buying programme on signs of a recovering US economy. In anticipation of higher rates, US Treasuries yields rose (prices fell) with the 10-year benchmark recording its highest yield in over a year. Given that risk sentiment was firmly stuck in a revolving door last week responding to data from the US, this week’s US releases will be sharply in focus with the all-important non-farm payroll report due on Friday. Markets anticipate a gain of 165K in payrolls, any deviations from which could send them reeling.

Eurozone money data signalling H2 peripheral recovery

Simon WardClick for moreClick to follow:Simon Ward
186 Following
3 weeks ago
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387 Following
 
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Eurozone monetary trends are signalling a return to growth over the remainder of 2013, with the periphery participating in the recovery during the second half – a development that would stun a bearish Keynesian consensus.

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