Recent Articles

Emerging Markets Top Our 5-Year Capital Market Assumptions

March 27, 2017 | Author: Edward Kerschner | Categories: Chart of the Week, Investment Strategy, Emerging Markets

Emerging Markets Top Our 5-Year Capital Market Assumptions
Following the election of President Trump, the Columbia Threadneedle Global Asset Allocation team, led by Jeffrey Knight, updated their 5-year capital market assumptions to reflect the new administration’s intent to bring a comprehensive shift to the conduct of economic policy. With a 10.1% assumed rate of return, Emerging Markets equities top their 5-year capital market assumptions....
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The New Rate Regime

March 20, 2017 | Author: Edward Kerschner | Categories: Chart of the Week, Equity Income and Dividends

The New Rate Regime
After close to four decades of declining interest rates and central bank policy rates hitting zero, the combination of quantitative easing policies, low inflation and tepid growth drove sovereign bond rates to historic lows. The best case today is rates remain stubbornly low, but there is the risk that a new reliance on fiscal stimuli create budget strains that drive inflation and rates higher....
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EM Performance After 3rd Fed Rate Hike

March 14, 2017 | Author: Edward Kerschner | Categories: Chart of the Week, Emerging Markets

EM Performance After 3rd Fed Rate Hike
After the start of the last three tightening cycles - 1994, 1999 and 2004, and the first and second Fed rate hike in 2015 and 2016, respectively, emerging market (EM) equities have risen. Historically EM leads after the 3rd Fed rate hike too. EM equities on average have been 12% higher six months after the third hike in Fed funds rates....
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China Smashes Patent Record

March 06, 2017 | Author: Edward Kerschner | Categories: Chart of the Week, Emerging Markets

China Smashes Patent Record
In 2015 China became the first country to receive more than 1 million patent applications in a single year - a record the World Intellectual Property Organization (WIPO) said reflected "extraordinary" levels of innovation in the world's most populous nation. Out of the top ten patent filing countries, five are from emerging markets (EM). EM accounted for 58% of filings among the top ten countries....
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India Consumer Confidence Hit Ten-Year High

February 27, 2017 | Author: Edward Kerschner | Categories: Chart of the Week, Emerging Markets

India Consumer Confidence Hit Ten-Year High
The Nielsen Global Consumer Confidence Index showed that consumer confidence in India rose to its highest level in ten years at the end of 2016. India retained its No.1 spot among the 63 countries surveyed, with its score increasing by three index points to 136....
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