Christopher Wood [email protected] (852) 26008516 Verbal guidance in Japan? Singapore The latest Federal Reserve statement has not changed anything in the continuing…

Active Equity Portfolio Management: Economic and Industry Analysis 01/21/09 Economic Analysis What are the basic fundamental analysis strategies for constructing a portfolio?…

PowerPoint-esitys Market watch 30.04.2014 â¹#⺠Total net assets of funds domiciled in finland â¹#⺠Säilyy 2 Monthly net subscriptions to funds domiciled in finland…

i ii FIGURE 1 Market volatility in developing and high-income countries has fallen to historically low levels 1 FIGURE 2 A benign environment increased the appeal of carry-trade…

1 1 This note draws heavily on two previous papers: Barrell, R., Holland, D. and Hurst, A.I. (2012), ‘Fiscal consolidation Part 2: fiscal multipliers and fiscal consolidations’,…

1 Q 2 2013 April 5 The Great Rotation Europe and Japan United States Emerging Markets Fixed Income Economic forecast ECONOMIC FORECAST | Q2 2013 THIS PUBLICATION IS FOR INFORMATIONAL…

Fiscal Monitor Fiscal Exit: From Strategy to Implementation Wor ld Economic and F inancia l Surveys 10NOV Fiscal Monitor november 2010 Fiscal Exit: From Strategy to Implementation…

July 25, 2014 GOAL: Global Opportunity Asset Locator Portfolio Strategy Research Preparing for higher yields: Downgrading equities and credit Macro outlook: Sustained growth…

PowerPoint-esitys Market watch 28.02.2014 â¹#⺠Total net assets of funds domiciled in finland â¹#⺠Säilyy 2 Monthly net subscriptions to funds domiciled in finland…

The financial markets are assuming that an Israeli and/or US attack on Iran is unlikely. However, bellicose rhetoric from Israel and an imminent build-up of US forces in…