Continued divergence in economic performance and monetary policy is the prevailing theme investors will have to grapple with in the year ahead, according to JP Morgan Asset Management’s Global Market Insights team. New research “Worldview: Central banks, the dollar and
In an extract from the recent Preqin Special Report: Renewable Energy Infrastructure, Preqin provides an overview of the renewable energy industry. The global transition from reliance on traditional to alternative energy sources is an important political and economic issue, and
Senrigan Capital Group Ltd, the Asia event-driven hedge fund backed by Blackstone Group LP, returned 15 per cent in the first 10 months of this year, reports Bloomberg. The USD348 million Senrigan Master Fund gained 6.4 per cent in September and 1.4
Market sentiment has been shaken recently over fears of low growth in the Eurozone and a potential slide back into recession. The German government downgraded its economic forecast to 1.2 per cent for 2014; and this is meant to be
Although much maligned for sub-par performance since the dot-com crash, venture capital returns for more recent funds have picked up significantly – one-year horizon returns are among the best in the entire private equity industry. Preqin’s latest special report examines
Nikko Asset Management’s Chief Global Strategist, John Vail, believes Abenomics is still on track despite Japan being back in recession… There was a large hue and cry about the recently announced Japanese GDP statistics that indicated that the country was
An increasing proportion of investors in hedge funds are based in the Asia-Pacific region. Who are these investors and which strategies are they targeting? Preqin examines the hedge fund investor landscape within this dynamic region. Asia-Pacific is home to just
Schroders’ Emerging Markets Economist, Craig Botham, comments on the results of the recent Brazilian election… Brazil disappointed investors by returning incumbent Dilma Rousseff to the presidential office in Sunday’s vote. Hopes for reform to address Brazil’s structural economic problems have
Carey Group has become the first listing agent in the world not based in the Cayman Islands to become a Cayman Islands Stock Exchange (CSX) listing agent. Being based in the same time zone as London gives the Carey Group
Dean Newman (pictured), Head of Emerging Markets Equities at Invesco Perpetual, comments on a perceptible shift in economic power due to emerging markets’ growing share in global GDP… Since the Bretton Woods agreement in 1944, the world’s economic order has
