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Financial Times (June 5)

2018/ 06/ 07 by jd in Global News

“A clear lesson from last week’s sharp sell-off in Italian bond markets: the ‘doom loop’ that creates a direct link between eurozone countries and their banking systems is still a powerful force.”

 

CNBC (May 29)

2018/ 05/ 31 by jd in Global News

“Political uncertainty in Italy has unhinged world markets, raising the specter of a euro crisis that could ripple across the global economy and even force the Federal Reserve to slow its rate-hiking plans.” While odds appear low that Italy will opt out of the single currency bloc, “internal chaos and a new election could make for a rocky summer for markets and even put a dent in European economic growth.”

 

South China Morning Post (May 21)

2018/ 05/ 23 by jd in Global News

“The direction is clear, and the pace is picking up. For investors around the world, the biggest mistake would be to ignore China’s markets and their enormous potential now.” As China’s capital markets continue opening up, “investors—be they European hedge funds, pension funds in Australia, sovereign wealth funds from Asia, or ordinary savers around the world—will need to look at what might be a once-in-a-generation opportunity.” The June 1 inclusion of 200 of the mainland’s large-cap companies into the MSCI alone might “prompt well over half a trillion US dollars to pour into Chinese stocks in the next five to 10 years, as institutional investors adjust index-linked portfolios to MSCI’s change.”

 

Institutional Investor (April 19)

2018/ 04/ 21 by jd in Global News

“Targeted by an activist hedge fund? Try calling in the influencers.  A new study of institutional investor relationships found that how shareholders vote—and if they vote—is deeply impacted by who they know. Among major investors, networks move markets.”

 

The Guardian (April 5)

2018/ 04/ 07 by jd in Global News

“The tit-for-tat exchange of tariffs between the United States and China gives the impression the world’s two biggest economies are headed down the road towards a trade war, which would have hugely damaging economic consequences. But this could be averted if they continue quiet backroom discussions to open up their markets, particularly China’s.”

 

Reuters (March 16)

2018/ 03/ 18 by jd in Global News

“Simmering fears of a global trade war. An embarrassing political scandal in Japan. Rapid job-turnover inside the White House and the threat of faster interest rate hikes in the United States….” Yet somehow “markets have brushed aside risks and recurring bad news on geopolitics to stay focused on positive macro-economic cues.”

 

Institutional Investor (July 6)

2017/ 07/ 09 by jd in Global News

“For private equity managers, it is a tale of two markets. Fundraising is going through the roof, but valuations are sky-high and exits are on the decline—a sign, market observers say, that the private equity market is nearing the end of its cycle, which could be bad news for managers looking to put new capital to work.”

 

The Economist (March 2)

2017/ 03/ 04 by jd in Global News

The planned $30 billion merger between Deutsche Börse (DB) and the London Stock Exchange (LSE) “had been billed as a bridge between Europe’s two main financial hubs.” In tatters, the merger now stands as “a symbol of their growing competition—and of the uncertainty into which Brexit has plunged the EU’s markets.”

 

Institutional Investor (February 23)

2017/ 02/ 25 by jd in Global News

As private capital firms accumulate extra funds, the growth in “dry-powder” has caused considerable alarm. Uninvested capital expanded 26.8% in 2015 alone. According to McKinsey & Co., there really isn’t that much to worry about. Though “uninvested capital in the private markets has reached $1.6 trillion,” it “hasn’t outpaced growth in deal volumes.”

 

The Economist (November 12)

2016/ 11/ 13 by jd in Global News

Trump’s election “threatens old certainties about America and its role in the world.” America’s allies have been rocked by “the sense that old certainties are crumbling…. The fear that globalisation has fallen flat has whipsawed markets. Although post-Brexit Britons know what that feels like, the referendum in Britain will be eclipsed by consequences of this election. Mr Trump’s victory has demolished a consensus. The question now is what takes its place.”

 

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