Global Investing

No one-way bet on yen, HSBC says

April 16, 2013

Will the yen continue to weaken?

Most people think so — analysts polled by Reuters this month predict that the Japanese currency will fall 18 percent against the dollar this year. That will bring the currency to around 102 per dollar from current levels of 98. And all sorts of trades, from emerging debt to euro zone periphery stocks, are banking on a world of weak yen.

More than a nice-to-have, buy-side considers its actions

May 20, 2009

More than a “nice to have,” investor sentiment is running heavily on the side of environment, social and governance (ESG) factors, according to the latest Thomson Reuters Perception Snapshot.

Investing in Iraq

April 28, 2009

Ministers from Iraq, from prime minister Nuri al-Maliki down, are in London on Thursday to attract investment into the country. Could Iraq be one of the few investment regions decoupled from the global economic cycle?

Bah Humbug

December 4, 2008

Value managers and contrarian analysts long derided as permanent bears have been poking their heads out of the woods¬†to bring some early Christmas cheer to delegates assembled at the CFA Institute’s European Conference in Amstedam.