Share

Finance forum: 2.417 articles - 1.435.943 readings

Read all posts by
MoneyController

Stocks: Investors remain cautious

Financial markets/economy

In the scenario of a bearish rate cycle, what are the prospects for the stock market? Rises for bonds, stock markets at a standstill The phase of interest rate cuts began a few months ago. The bond market has therefore seen its prices rise, on average and globally. On the stock market, the situation looks different: over the past four weeks, investors have seemed cautious: the S&P 500 has risen around 1.3%, while the STOXX Europe 600 is moving around a 0.8% increase. A cautious investment ...

Continue reading
Read all posts by
MoneyController

Falling rates push bonds

Financial markets/economy

After the interest rate cut by the European Central Bank (ECB) and the pending cuts by the Federal Reserve, what are the dynamics affecting the bond market? The consequences of a bearish interest rate cycle The ECB has cut interest rates and the Fed is very likely to do so. The actual rate cut in Europe and other countries, as well as the expectations regarding the US, explains Vito Lops in ‘Sole 24 Ore’ had an important consequence: a general revaluation of asset prices in the glo ...

Continue reading
Read all posts by
MoneyController

Why don't investors match market performance, even when they follow it?

Investments

Investing in an ETF may seem like an effective choice for an investor who is willing to be very patient, letting the investment mature for up to tens of years. In contrast, those with a little less patience or who expect results that are too high may find themselves disappointed. Investing in a market index Measurements show that, over the long and very long term, markets tend not only to rise but often also to beat active management. In short, the more years and decades that pass, t ...

Continue reading
Read all posts by
MoneyController

Happy employees = more value in the stock market?

Financial markets/economy

Among the criteria for selecting companies to be included in a fund is an unusual but not uninteresting one: the level of satisfaction of the listed company's employees. Is employee well-being also an added value on the stock exchange? It is intuitive: the well-being of a company's employees can make a significant contribution to a company's results. But is there a correlation between the degree of satisfaction of a company's employees and its results on the stock exchange, if ...

Continue reading
Read all posts by
MoneyController

Japan can return to growth

Financial markets/economy

Japan is one of the largest economies in the world (it usually occupies third or fourth place along with Germany in world rankings). But what are the country's prospects after the volatility that occurred during August? Early August volatility on the Nikkei The beginning of August 2024 will be remembered as one of the times when Japan's Nikkei index experienced one of its biggest declines ever, -12%, in the space of just one day. Nevertheless, that drop has largely been recovered, and ...

Continue reading
Read all posts by
MoneyController

China's problem today is deflation

Financial markets/economy

What should Chinese policy makers focus on today? An answer to this question, as Evelyn Cheng writes on ‘CNBC’, was given by none other than the former President of the People's Bank of China, Yi Gang: the problem in China today is ‘deflationary pressure’. The risk of deflation and the role of domestic consumption Behind the deflationary pressure is domestic consumption, i.e. the consumption of Chinese citizens, which would be decisive for both price growth and the ...

Continue reading
Read all posts by
MoneyController

Stronger Dollar: Yet Gold Remains At Record Levels

Raw materials

Positive economic data and the prospect of a more moderate rate cut have halted the dollar's decline in value. Nevertheless, gold remains at record highs. US recession less likely Over the past few months, the US dollar index (an index that relates the value of the dollar to a set of other currencies) has been indicating a downward trend in the value of the greenback: on the basis of less than comforting economic data, the prospect of a ‘hard landing’ (rate cut in a recession) ...

Continue reading
Read all posts by
MoneyController

Strategy to be reshaped in favour of bonds?

Investments

The volatility of the last few weeks and this second half of the year are prompting some managers to wonder whether the time has come to reshape their investment strategy, at least in part. Increase the weight of bonds in the portfolio? As explained by Niccolò Rabitti, Italy Country Head of Morgan Stanley IM, interviewed during an episode of ‘Stay Live’ (on the ‘Financialounge’ portal), the first half of the year was marked by the strength of equities. In the sec ...

Continue reading
Read all posts by
MoneyController

What are the risks of government debt for savers?

Gov. bonds and Spread

One of the issues that cyclically resurfaces in the financial debate is the sustainability of public debt. But what might be the consequences for savers? Sandra Riccio writes about this in ‘La Stampa’, taking up an analysis by Thomas Kasanin, Fixed Income Credit Analyst, and Ivan Morozov, Sovereign Analyst, at T. Rowe Price. Deflation risk (albeit remote in Europe) The sustainability of government debt primarily affects a state's debt securities: the lower the sustainability, t ...

Continue reading

READ ARTICLES ON THIS TOPIC

TODAY’S MOST READ ARTICLES

MOST READ ARTICLES OF THE WEEK

MOST READ ARTICLES OF THE MONTH

MOST READ ARTICLES IN THE FINANCIAL FORUM

View classification