Better but not good enough: New approaches are needed to make globalisation work for all, OECD says in latest Economic Outlook
June 7, 2017--The global economy is expected to pick up moderately but greater efforts are needed to ensure that the benefits from growth and globalisation are more widely shared, according to the OECD's latest Economic Outlook.
"After five years of weak growth, there are signs of improvement," OECD Secretary-General Angel Gurría said launching the Outlook during the Organisation's annual Ministerial Council Meeting and Forum in Paris.
vie moreview the OECD Global Economic Outlook, June 2017
Source: OECD
Infographic-The Demographic Timebomb: A Rapidly Aging Population
June 6, 2017--With record-high amounts of student debt, questionable job prospects, and too much avocado toast in their bellies, many millennials already feel like they are getting the short end of the stick.
But here's another economic headwind they face as they are coming of age: the percentage of the global population that is 65 or older will double from 10% to 20% by 2050.
Source: visualcapitalist.com
Betting on a green China and MSCI stamp of approval
June 5, 2017--Country's A-share market contains many environmentally friendly companies.
Source: FT.com
IMF-Chart of the Week: Why Energy Prices Matter
June 5, 2017--World Environment Day is an occasion to consider why it's so important to get energy prices right. The IMF has long argued that energy prices that reflect environmental costs can help governments achieve their goals not only for improving public health but also for inclusive growth and sound public finances.
A number of countries such as Egypt, Indonesia, Mexico, and Saudi Arabia have recently taken important steps to increase energy prices towards market levels.
Source: IMF
Global Growth Set to Strengthen to 2.7 percent as Outlook Brightens
June 4, 2017--Commodity Exporters Gradually Recovering from Recent Low Prices
The World Bank forecasts that global economic growth will strengthen to 2.7 percent in 2017 as a pickup in manufacturing and trade, rising market confidence, and stabilizing commodity prices allow growth to resume in commodity-exporting emerging market and developing economies.
According to the World Bank's June 2017 Global Economic Prospects, growth in advanced economies is expected to accelerate to 1.9 percent in 2017, which will also benefit the trading partners of these countries. Global financing conditions remain favorable and commodity prices have stabilized.
view the Global Economic Prospects: A Fragile Recovery June 2017
Source: World Bank
Loose money raises the risks for private equity
June 4, 2017--The industry is attracting cash easily but investments are expensive
Source: FT.com
Chart: Where is Global Growth Happening?
June 2, 2017--China and U.S. still generating >50% of Real GDP growth
According to forecasts from earlier this year by the World Bank, the global economy is expected to average a Real GDP growth rate of 2.8% between 2017-2019.
Source: visualcapitalist.com
EDHEC-Risk Institute study shows that goal-based investing principles can be used to design scalable retirement investment strategies that meet individual investors' needs
June 1, 2017--Existing financial products marketed as "retirement investment solutions" do not meet the needs of future retirees, which involve securing their essential goals expressed in terms of minimum levels of replacement income (focus on safety), while generating a relatively high probability of achieving their aspirational goals expressed in terms of target levels of replacement income (focus on performance).
Meaningful solutions should therefore combine safety and performance to meet this dual objective.
Source: EDHEC-Risk Institute
Exits settle at a new normal in private equity
June 1, 2017--While not hosting quite the blowouts of 2014 and 2015, the private equity (PE) industry wrapped up another strong year for exits in 2016.
The remainder of deals that had been on hold during the global financial crisis and its immediate aftermath, and many deals invested since then, finally wound their way to daylight.
Source: AMEInfo.com
London & Capital-On its own, passive investing is an incomplete investment solution
May 31, 2017--AN IN-DEPTH ANALYSIS OF THE MERITS OF BOTH PASSIVE AND ACTIVE INVESTING
Passive investing has attracted a loyal fan base. While active funds continue to dominate in terms of assets, passive funds are growing quickly-some 4.5x faster than active funds in 2016.
The battle-lines in the debate between active and passive managers are well established. Passive managers argue that they deliver better performance and diversification for a lower fee. Active managers argue that a selective approach is vital to manage downside risk and deliver clients' risk-adjusted return targets.
Source: London and Capital