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Free Market Road Show 2017: “The World after Brexit and Trump”featured

“May you live in interesting times”, as the old Chinese curse goes. Europe and the rest of the world are definitely going through one of the most interesting periods of political upheaval since the fall of the Berlin wall. We now live in an era where the unthinkable happens, repeatedly. Take Britain’s decision to withdraw

02 Dec 2016
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Investment Outlook 2017: Part II

by John Charalambakis In last week’s commentary we covered mainly the initial outlook for equities. In today’s post we would like to present an initial outlook for other markets such as bonds, commodities, and foreign exchange. Let’s start with the debt markets and the implications for fixed income instruments such as bonds: – In the

12 Jan 2017
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An Initial Market Outlook for 2017: Part I

by John Charalambakis The only certain thing about a prognostication is that it will be wrong. Keeping that humble thought in mind, we offer our readers our initial thoughts on the markets’ trajectory for 2017, which of course need to be adjusted as the quarters of the year unfold and market action interacts with policies

12 Jan 2017
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Global Outlook 2017: Merkel and the myth of German hegemony

by Michael Wohlgemuth More than any other major country in Europe, Germany has reason to be optimistic about 2017. Economically, gross domestic product is expected to grow by another 1.3 percent (somewhat less than in 2016, mainly due to calendar effects), employment should reach record highs (with more and more refugees filling gaps) while the

10 Jan 2017
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