Naturally, this is the time when market-watchers issue their forecasts for what may lie ahead, and my team is no exception. Simply put, we expect continued monetary policy accommodation with little fiscal stimulus. Therefore, we are more optimistic about capital markets than we are about the overall economy, and we favor risk assets over non-risk assets for 2020.
What will we learn from upcoming data releases and political negotiations?
See what themes may impact global markets in the new year from Invesco Global Market Strategist Kristina Hooper and her team.
Perhaps the biggest news of the last week was the meeting of the Federal Open Market Committee (FOMC), the policymaking arm of the US Federal Reserve (Fed). As expected, the Fed raised interest rates. But what was far more interesting were the hints provided about the future. In this blog, I discuss my outlook for the Fed and highlight five issues to watch in October.
We are coming to the mid-year point for 2018, and the past six months have felt like six years. Markets have experienced a significant uptick in volatility, yet equity investors may not have much to show for all their troubles.
The first quarter of the year has ended with major developed market indices down slightly and major emerging market indices up slightly. But those numbers belie a very turbulent period in which stocks were whipsawed.
Last week brought renewed focus to three areas of concern that I’ve been writing about for some time: populism, protectionism and pressure on debtors. It appears that we may be moving closer to certain outcomes that could be of concern to markets.
Stocks globally have experienced more than a week of tumultuous trading, with the US stock market officially in correction territory. And after being relatively sedate for years, the VIX Index has risen dramatically in recent days, indicating rising volatility.
In a number of places around the world, it’s an exciting time to be a taxpayer — or tax attorney. That’s because a variety of countries have brought or are bringing tax cuts to fruition.
2017 was a positive year for the economy and capital markets. The global economy grew at a faster pace than in 2016, and risk assets also rose significantly.1 However, investors are wondering whether the current environment will continue through 2018.
Weekly Market Review: Central banks are trying to chaperone the money supply without stifling growth, but uncertainty lies ahead.
Now, for the first time, investors are able to purchase futures on bitcoin, the digital currency. The Chicago Board Options Exchange just began offering derivatives contracts on bitcoin, which provide the ability to bet on the future price of this cryptocurrency.
Last quarter saw stocks globally continue to rise. The relatively accommodative monetary policy environment and improved global growth were strong drivers. However, as we head into the fourth quarter, I think it’s important that we recognize the potential for greater disruption — in terms of both geopolitics and monetary policy — which can cause greater volatility in capital markets.
Stocks turned in a strong performance in the front half of 2017 despite geopolitical and monetary policy risks. The question, of course, is whether this performance trend can continue in the second half. I believe these two risks will cast an even longer shadow over markets going forward — making concepts such as diversification and risk management even more important for investors’ portfolios.
Less than two weeks out from the US Presidential election and the response from financial markets has been swift and dramatic. In the aftershock of this post-election period, Kristina Hooper, US Investment Strategist at Allianz Global Investors, outlines five key market trends impacting investor portfolios.
Many political pundits are struggling to provide answers for Donald Trump's surprising election victory. Kristina Hooper, US Investment Strategist at Allianz Global Investors, however, says it may be as simple as an over-reliance on monetary policy, which has resulted in income as well as asset inequality.
The next POTUS will have his or her deal-making skills severely tested amid rising political tensions.
Making up about 17% of US GDP and affecting all, healthcare has long been a political lightning rod in US elections. Kristina Hooper, US investment strategist at Allianz Global Investors, along with Peter Lefkin, senior vice president of government and external affairs at Allianz of America, scrutinize the 2016 candidates' healthcare positions and their potential impact on the economy.
Amid a most astounding presidential campaign season, tax policy has gone virtually unnoticed. Kristina Hooper, US Investment Strategist at Allianz Global Investors, looks past the rhetoric to shed light on the candidates’ tax proposals and what a Clinton or Trump victory could mean for the US economy.
For the second time in as many debates, the US presidential candidates failed to talk about fiscal spending. Much too important to go unmentioned, Kristina Hooper, US Investment Strategist at Allianz Global Investors, presents each candidate’s fiscal platform and the potential implications for the US economy.
Lost in the analysis of last week’s first presidential debate was the brief but important mention of infrastructure. It’s actually the one thing both candidates agree on, according to Kristina Hooper, US Investment Strategist at Allianz Global Investors, who says investors would do well to take note.
