Risk

As the virus outbreak spreads well beyond China, it is hard to forecast exactly what the economic impact will be, but it’s safe to say that consumption and supply will be significantly affected

As China enters the Year of the Rat this Saturday (25 January), Jasmine Kang, Portfolio Manager at Comgest, the independent, international asset management group focused on quality growth investing, believes that China’s growth has become more sustainable but that high-quality companies are still rare...

Irish banks have rapidly reduced non-performing exposures in recent years thanks to strong economic growth and a creditor-friendly restructuring regime. But recent developments may challenge this, just as Brexit beckons and late-cycle fears mount.

The heads of Neuberger Berman’s investment platforms identified the key themes they anticipate will guide investment decisions in 2020.

The strong rally in markets during the first three months of 2019 reversed the trend seen at the end of last year. The US Federal Open Market Committee’s March meeting confirmed that the Fed has moved from mobilising against an inflation overshoot to trying to correct the postglobal financial crisis inflation undershoot.