China is holding its party congress starting October 18th. While statements are likely to remain vague, the symbolic value of the meeting carries great weight. The meeting will reveal both more information about Presidents Xi’s own priorities and a better gauge of where Chinese economic policy is heading.
Economic activity is cruising. Confidence indicators continue to surprise positively, pointing to a solid cyclical growth momentum in the months ahead. Unemployment is coming down, yet stronger labour market conditions have failed to generate meaningful upward price pressures so far.
There is no need to repeat ourselves: the sustainable and responsible investment industry requires European standards and the harmonisation of concepts and definitions, the objective being to achieve greater transparency.
Political and geopolitical turbulence overshadowed the by and large favourable fundamentals in the month of August. Our expert, Johan Gallopyn, takes stock of the main trends in equities, bonds, currencies and commodities in the past month. He also explains the position of the central banks.
The annual symposium in Wyoming looks set to attract a great deal of attention again as hot economic issues and policy options are being fiercely debated among experts. Against this background, we have updated our view on central bank policy.
July was an eventful month for the financial markets, especially for currencies and commodities. Our expert, Johan Gallopyn, takes stock of the main trends in equities, bonds, central banks, currencies and commodities in the past month.
The High-Level Expert Group on Sustainable Finance met on Wednesday, 19 July. It was established by the European Commission in late 2016 to help develop its strategy regarding sustainable finance, a priority in the capital markets union action plan.
Following many years of weak activity, the world economy is now advancing at a solid pace. Confidence among firms and households suggests this should continue in the second half of the year. And despite earlier fears about protectionism, global trade growth has seen clear signs of acceleration in recent months.
In 2019 South Africans will head to the voting ballot to elect their next president. Already in December this year, the presidency of the African National Congress (ANC) will be decided. Much is at stake.