What might Trump’s policy proposals mean for markets and key components of the US economy going forward? The questions outnumber the answers at present. Loomis Sayles Macro Strategies takes a look at the impacts of the US election.
Banco Santander is eyeing a sale or listing of its Allfunds platform. Allfunds, which has more than €200bn (£172bn) in assets under management, is currently jointly owned by Santander and Italy’s biggest retail bank Intesa Sanpaolo in a half and half deal. According to Reuters, buyout funds expressing an interest in a potential takeover of Allfunds include […]
Over the last seven years you have probably read countless articles and had endless discussions about when the Federal Reserve (Fed) is next going to hike. The chart below shows the Fed Funds rate implied by the market at the beginning of each year since 2010. The Fed did finally edge rates higher in December […]
Fees under pressure. Regulatory moves against closet indexers. Rapid advances in financial technology. Shifting sentiment among investors. Such mounting challenges have led to widespread speculation about active management’s shrinking future. But a closer look inside intelligent portfolio construction today tells a story of expanding roles, added value, and innovative risk-adjusted, lower-cost solutions. Four investment experts […]
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