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Can European banks rebound from the “triple whammy”?

01 June 2016

Investors appear to have completely lost confidence in European banks, and they have shown their disdain so far this year in the same way they have since the 2008-2009 financial crisis: When they hear a shred of negative economic news, they sell off the banking sector. Bank stocks have dropped 20% year-to-date,1 compared with European equities overall, which have slid a comparatively modest 4% during the same time frame.2

Global economic perspective: May

24 May 2016

The May Global Economic Perspective from Franklin Templeton Fixed Income Group: Christopher Molumphy, Michael Materasso, Roger Bayston, John Beck and David Zahn. They discuss US economy sluggish, but signs of higher wage growth, US Dollar weakness and China data boost commodities and Eurozone growth surprisingly strong.

Markets may have stabilised but the Reserve Bank finds itself in a quandary

19 May 2016

The rand has been relatively settled since the April MPC meeting but it has been a case of dollar weakness as opposed to rand strength. This is due to US corporate earnings being below expectations coupled with low inflation and a mixed jobs report, according to Sanveer Hariparsad, Portfolio Manager at Prescient Investment Management.