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Outlook: Reversion to mean is a powerful force in markets. For many asset classes currently priced to perfection this would represent material losses in 2016. For inflation, it would mean significant gains, writes Insight Investment's David Hooker.
After the torturous, “will they, won’t they” in the run up to the September rate setting meeting of the Federal Reserve, the
US central bank delivered the first rate rise in almost a decade. Markets breathed a sigh of relief, but diverging
expectations on the future course of policy remain.
Chief executive Abdallah Nauphal, says: "Demand for LDI has historically come mainly from large clients, but we are seeing interest from second-tier manages and clients that have not considered LDI before."
Heightened volatility in currency markets has been particularly unsettling for emerging markets. Whether investors view currencies as a risk to be managed or an opportunity to be exploited the message is clear: doing nothing is not an option, writes head of currency Paul Lambert.
Born in the USA - Markets love a meme. The current obsession is all things Chinese – stock market volatility, currency depreciation and the continuing freefall in commodity prices are, according to the prevailing view, all made in China.
Multi-Asset Economic Review: Concern over Chinese growth dominated financial markets in September.
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* Source: Insight Investment as at 30 September 2015.