Sentences with phrase «on global macro»

As Mark Enman, who oversees research on global macro hedge funds for Man Investments, put it: «It's been a very difficult period.»

The show focuses on global macro issues with a Middle Eastern context, providing expert analysis of major market moving stories and featuring the biggest newsmakers in the region.

Not exact matches

«We're a bit hesitant on the ability of [President - elect Donald] Trump to, one, get legislation passed in the time frame that the market is expecting and, two, the impact of that legislation if and when it is passed,» says the global macro strategist for Pavilion Global Markets in Monglobal macro strategist for Pavilion Global Markets in MonGlobal Markets in Montreal.

«The pure play on Trump is U.S. small caps with an emphasis on financials, industrials, energy and materials,» says Jurrien Timmer, director of global macro for Fidelity Investments.

«We think there's a great combination of policy, there's growth, Europe is very open and the stocks in the (Euro Stoxx 50 benchmark) are representative of global growth more than in the U.S.,» Francesco Garzarelli, co-head of global macro and markets research at Goldman Sachs, told CNBC on Monday at the bank's global strategy conference in London.

According to Jurrien Timmer, director of global macro for Fidelity Investments, the possibility of higher trade tariffs could put pressure on valuations.

If you've been sitting on the sidelines of emerging markets and are ready to get back in, Jurrien Timmer, director of global macro for Fidelity Investments in Boston, recommends buying particular stocks and geographically targeted funds rather than a broad index or exchange - traded fund spanning the entire developing world.

A particular group of managers who constantly update their view on the best macro opportunities are known as ETF strategists — they use index ETFs to create a global stock and bond portfolio.

Goldman Sachs economists and experts share insights on macro trends shaping the global economy.

For more Morgan Stanley Research on the 2017 global midyear economic, policy and market strategy outlooks, ask your Morgan Stanley representative or Financial Advisor for the full reports, «2017 Global Macro Mid-Year Outlook: Transitioning to Self - Sustaining Growth» and «2017 Global Strategy Mid-Year Outlook: Climbing the Last Wall of Worry» (Jun 4, global midyear economic, policy and market strategy outlooks, ask your Morgan Stanley representative or Financial Advisor for the full reports, «2017 Global Macro Mid-Year Outlook: Transitioning to Self - Sustaining Growth» and «2017 Global Strategy Mid-Year Outlook: Climbing the Last Wall of Worry» (Jun 4, Global Macro Mid-Year Outlook: Transitioning to Self - Sustaining Growth» and «2017 Global Strategy Mid-Year Outlook: Climbing the Last Wall of Worry» (Jun 4, Global Strategy Mid-Year Outlook: Climbing the Last Wall of Worry» (Jun 4, 2017).

In this episode of the Tony Robbins Podcast, you will hear from Ashwin Vasan — CIO of macro hedge fund Trend Capital — as he discusses how he built one of the most successful hedge funds during an economic winter, and the current global trends that may have a tremendous impact on your investment decisions.

In our inaugural Global Macro Outlook, we assess the potential for more fiscal easing in key economies, and gauge the impact on global growth and asset pGlobal Macro Outlook, we assess the potential for more fiscal easing in key economies, and gauge the impact on global growth and asset pglobal growth and asset prices.

In our new Global Macro Outlook on China's role in global growth, we also look at the interaction of growth in the world and China in the period since 2000 and find a few surprising reGlobal Macro Outlook on China's role in global growth, we also look at the interaction of growth in the world and China in the period since 2000 and find a few surprising reglobal growth, we also look at the interaction of growth in the world and China in the period since 2000 and find a few surprising results.

U.S. Global Jets ETF (JETS) is our second - ranked Industrials sector ETF for 3Q17 and is poised to stay atop the rankings based on holdings quality and a favorable macro backdrop for the airline industry.

Global macro strategies focus on top - down macroeconomic opportunities with numerous markets and numerous investments, including currencies and commodities.

This underpins our positive view on European equities, as my colleagues and I write in our new Global Macro Outlook on Europe's stealth comeback.

For more Morgan Stanley Research on the global macroeconomic and strategy outlook for 2016, ask your Morgan Stanley representative or a Financial Advisor for the full reports, «Global Macro Outlook: A Slow Slog Back» and «Global Strategy Outlook: The Lower Frontier» (both issued Nov 29, global macroeconomic and strategy outlook for 2016, ask your Morgan Stanley representative or a Financial Advisor for the full reports, «Global Macro Outlook: A Slow Slog Back» and «Global Strategy Outlook: The Lower Frontier» (both issued Nov 29, Global Macro Outlook: A Slow Slog Back» and «Global Strategy Outlook: The Lower Frontier» (both issued Nov 29, Global Strategy Outlook: The Lower Frontier» (both issued Nov 29, 2015).

How» Conditions» can Improve: Changing the Focus from Macro to Micro While markets seem focused on macroeconomics, I continue to believe that the key to improving global economic growth is microeconomic reform.

Alessio leads GMAG's macro strategy focusing on business cycle dynamics, global macro regimes, and their impact on asset class risks and returns.

Global macro overview for 29/01/2016: The Japanese yen has fallen sharply on Friday after the Bank of Japan shocked financial markets by lowering interest rates into negative territory from 0.10 % to -0.10 %.

Alchemy of Finance You Can Be a Stock Market Genius Buffett's Letters to Investors Security Analysis Market Wizards series Margin of Safety Michael Burry's Case Studies Art of Short - Selling One Up on Wall Street Global Macro Trading Forecasting Exchange Rates Quality of Earnings

While waiting for the FOMC «s rate decision on Wednesday, I am posting a new PODCAST in which I discuss the global macro situation with a woman who whose work I had not been familiar.

A number of economists and commentators have expressed the belief that the global economy is on the brink of deflation, but Templeton Global Macro CIO Michael Hasenstab takes a contrarianglobal economy is on the brink of deflation, but Templeton Global Macro CIO Michael Hasenstab takes a contrarianGlobal Macro CIO Michael Hasenstab takes a contrarian view.

For a more detailed analysis, read «Global Macro Shifts» a research - based briefing on global economies featuring the analysis and views of Dr. Michael Hasenstab and senior members of Templeton Global Global Macro Shifts» a research - based briefing on global economies featuring the analysis and views of Dr. Michael Hasenstab and senior members of Templeton Global global economies featuring the analysis and views of Dr. Michael Hasenstab and senior members of Templeton Global Global Macro.

You can listen to a summary of Michael Hasenstab's views on inflation in a brief video: Global Macro Shifts: Inflation Outlook

Dr. Michael Hasenstab, CIO of Templeton Global Macro, certainly has strong convictions about many aspects of the global economy and markets — and is not afraid to act onGlobal Macro, certainly has strong convictions about many aspects of the global economy and markets — and is not afraid to act onglobal economy and markets — and is not afraid to act on them.

A number of economists and commentators have expressed the belief that the global economy is on the brink of deflation, but Templeton Global Maglobal economy is on the brink of deflation, but Templeton Global MaGlobal Macro...

a research - based briefing on global economies featuring the analysis and views of Dr. Michael Hasenstab and senior members of Templeton Global global economies featuring the analysis and views of Dr. Michael Hasenstab and senior members of Templeton Global Global Macro.

Armored Wolf's first quarter global macro commentary centers on imbalances.

International finance expert and former hedge fund manager, Eric J. Fry is The Oxford Club's Macro Strategist, and resident expert on global investment trends.

For Bain Capital, that means carefully defining where it wants to play, based on macro analysis and its ability to take advantage of global expertise in various sectors.

Francesco Garzarelli, Co-Chief Markets Economist of Global Macro Research, Interviewed on CNBC

On a macro level, dairy pricing will continue to further be influenced by global events.

The joint agreement also seeks more frequent reports from the International Monetary Fund (IMF) and Financial Stability Forum on threats to global economy and, in a bid to «improve transparency of markets», calls on the IMF to «strengthen and clarify» its responsibility towards the overseeing of macro financial stability.

Rea is involved with yoga on a macro level now, teaching others to teach, to expand yoga's reach on a global level.

As a member of the Global Bond Team, Mark focuses on alpha generation — specifically the discretionary macro alpha stream — and is responsible for the risk management process.

On a day - to day basis, we generally go about scanning macro variables, both domestic and global.

Investment strategies that rely on different segments of the market behaving differently, such as managed futures and global macro, can thrive as global central bank policies diverge.

Global macro managers still rely on economic and political events to generate the conditions that present attractive trades across the capital markets — equities, fixed income, currencies, and commodities — but in today's world, the strategies we use to spot attractive investment opportunities have become more systematic.

Well, I agree & disagree — when I say risk - on, I'm referring to the global - macro environment — if junior resource stocks can't do well now, they haven't a prayer if things turn really sour again...

You have a great blog and are clearly very bright and above many of your peers in the finance industry.As you know, when the market goes down, it pretty much takes everything down with it and small caps have been hit even harder.Everyone feels dumb when the prices of their stocks decline and feels smart and vindicated when prices turnaround and shoot up.We are living in challenging times and the macro is likely to affect future stockmarket performance affecting 80 % of all stocks for a long time to come.Stocks as part ownership of businesses are affected by the global economy.In the meantime, most stock prices have been gyrating based more on Mr Market's emotions of how various economies will emerge than anything else.

He was a featured contributor for the Chicago Mercantile Exchange, and provided research services to a New York - based global macro commodity trading advisor where he supplied insight on equities, fixed income, foreign exchange and commodities.

Franklin K2 Global Macro Opportunities Fund's goal is to seek to provide capital appreciation over a full market cycle, by allocating the Fund's assets across global macro-focused investment strategies, which are generally concentrated on discovering macroeconomic investment opportunities across numerous markets and investGlobal Macro Opportunities Fund's goal is to seek to provide capital appreciation over a full market cycle, by allocating the Fund's assets across global macro-focused investment strategies, which are generally concentrated on discovering macroeconomic investment opportunities across numerous markets and investglobal macro-focused investment strategies, which are generally concentrated on discovering macroeconomic investment opportunities across numerous markets and investments.

And CTAs & global macro funds aren't exactly setting the world on fire either.

Moreover, despite an already full array of ETF solutions, fund providers, whose ranks expanded with the arrival of new entrants Auspice, Lysander and Questrade, still managed to find new offerings including: the launch of all - in solutions on the fixed - income side that seek to address yield, credit and duration considerations; more smart beta ETFs, including multi-factor funds; and more actively managed ETFs, including global - macro access and cross-asset momentum strategies).

Marshall L. Stocker is a vice president of Eaton Vance Management, global macro equity strategist and portfolio manager on Eaton Vance's global income team.

On 15 March 2007 James Montier posted a Macro Research article titled Global Equity Strategy.

Acquired by Franklin Templeton in 2013, the Pelagos Capital Management team focuses on alternative investment solutions with concentration in the commodities, futures and global macro areas.

That's when I really started seeing that exploitation on a global level, on a micro and on a macro level, is just still going on.

The report contains 213 slides of in - depth analysis of global internet trends, macro trends, advertising and e-commerce trends, discussion on the future of data, and re-imagining communication and human - computer interfaces.