Global Investing

Sanctions bite Russia but some investors are fishing

August 14, 2014

By Andrew Winterbottom

Russian stocks are up today, for the fifth day in a row and at the highest level in two weeks. What’s going on? As we wrote  here earlier in the week, foreign investors have been fleeing this market.  However it could be that some of them are starting to put aside concerns about the potential for further sanctions on Moscow and are scouring Russia’s stock markets for contrarian buying opportunities.

Waking up to sustainability karma

By Reuters Staff
February 7, 2013

By Dasha Afanasieva

Management consultants often urge their clients to view setbacks or difficulties as opportunities. The cost of reducing environmental impacts are often cited as one such “opportunity”.

Emerging corporate debt tips the scales

August 13, 2012

Time was when investing in emerging markets meant buying dollar bonds issued by developing countries’ governments.

Emerging debt default rates on the rise

July 24, 2012

Times are tough and unsurprisingly, default rates among emerging market companies are rising.

America Inc. share of GDP – 12 or 3 pct?

July 17, 2012

Wall Street has been doing pretty well in recent years. Just how well is illustrated by the steady rise in corporate profits as a share of the national economy. Look at the following graphic:

How socially responsible is your investing?

February 13, 2012

Is your investment ethically sound and socially responsible?

A new survey by consulting firm Mercer finds that only 9% of more than 5,000 investment strategies achieve the highest environmental, social and governance (ESG) ratings.

Deutsche’s investment themes for 2012

December 8, 2011

We just finished our three-day Reuters 2012 Global Investment Outlook summit in London, New York and Hong Kong, where prominent money managers have discussed their outlook for next year. (For more click here)

Funding stress in the FX swap market

November 23, 2011

Signs of the wholesale funding stress are cropping up in the FX swaps market, with the premium for swapping euro LIBOR into dollar LIBOR over 3 months (so-called cross currency swap) rising to 141.5 basis points, which is the post-Lehman Brothers high.

Bosses in the dark

January 20, 2009

Business bosses, it seems, are as much in the dark as the investors who buy stocks in their companies.