Wealth Forum

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WEEKLY REPORT (DEC-03-2017)
04 Dec

WEEKLY REPORT (DEC-03-2017)

Weekly Closer Look:   It’s about more than just tax cuts The U.S. equity market is finally getting some positive signals in Washington, D.C. While tax cuts could certainly boost the economy and corporate profits, there are a number of other reasons we are constructive on U.S. equities for 2018. Better GDP, stronger profits. In our…

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WEEKLY REPORT (NOV-20-2017)
21 Nov

WEEKLY REPORT (NOV-20-2017)

United States: High-yield bonds have sold off in 12 of the last 16 days, according to the Bloomberg Barclays High Yield Index, with spreads widening as much as 42 basis points (bps) in the last three weeks. A litany of factors has roiled the riskiest corner of the market, including a string of poor earnings…

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Weekly Report (August-28-2017)
28 Aug

Weekly Report (August-28-2017)

Weekly Closer Look:  Fixed Income Markets While equity markets have bucked the normal trend of low summer volatility in recent weeks, Treasury market volatility remains the lowest we have seen over the past five years. Low volatility on top of already low yields has given investors relatively few opportunities this year. But with key central…

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Weekly Report (August-21-2017)
21 Aug

Weekly Report (August-21-2017)

Weekly Closer Look:  NAFTA–Rhetoric vs. Reality The opening salvo in the NAFTA talks has brought with it predictable heated rhetoric. So far, global financial and currency markets are taking the NAFTA renegotiations in stride. Despite tough U.S. rhetoric, fears of tearing up the agreement have diminished considerably since the presidential campaign. There are, however, some…

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Weekly Report (August-14-2017)
14 Aug

Weekly Report (August-14-2017)

Weekly Closer Look:  Geopolitical knots With President Trump’s sharp rhetoric toward North Korea and Pyongyang’s forceful response, global financial markets find themselves confronted with an issue that doesn’t crop up often: tangible geopolitical risks. We explain how investors should approach decision-making and how geopolitical risks should factor into portfolio positioning. Predictably, equity markets weakened worldwide…

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Weekly Report (July-31-2017)
31 Jul

Weekly Report (July-31-2017)

Weekly Closer Look:  What D.C. drama? We look at what it’s been focusing on the market has allowed it to remain unfazed by the Beltway bluster and highlight lingering risks. Our take is, thus far, the market is willing to prioritize corporate earnings and economic trends along with monetary policy nuances—bread-and-butter factors that normally drive…

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Weekly Report (July-24-2017)
25 Jul

Weekly Report (July-24-2017)

Weekly Closer Look:  U.S. Tech Sector The S&P 500 Tech sector finally reached a new all-time high, 17 years after the bubble-era peak. The U.S. Tech sector’s new record high has brought back memories of the dot-com bubble. But unlike then, today’s Tech sector is not propped up by fanciful talk. It’s led by companies…

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