ANALYSIS

Betting on Asia’s debt, Europe’s hunt for yield heads east

Betting on Asia’s debt, Europe’s hunt for yield heads east

Published 01/09/2020

SINGAPORE/AMSTERDAM (Reuters) - Low yields at home are sending some previously shy European investors into Asia’s credit markets, money managers say, lured by the promise [more…]

Big Oil’s patchy deals record casts shadow over green makeover

Big Oil’s patchy deals record casts shadow over green makeover

Published 01/09/2020

LONDON (Reuters) - As major oil companies prepare to spend billions on renewable energy assets to stay relevant in a low-carbon future, the industry’s patchy [more…]

Brazil’s fiscal fragility stokes funding fears, despite record low rates

Brazil’s fiscal fragility stokes funding fears, despite record low rates

Published 01/09/2020

BRASILIA (Reuters) - Brazil’s official interest rates and the average cost of servicing its public debt have never been lower, but investors are becoming worried [more…]

Why Buffett’s bet on Japan could turn on higher inflation, weakening dollar

Why Buffett’s bet on Japan could turn on higher inflation, weakening dollar

Published 31/08/2020

NEW YORK (Reuters) - Berkshire Hathaway Inc’s $6.2 billion foray into Japan’s five largest trading houses may signal billionaire Warren Buffett’s expectation that inflation and [more…]

BP’s green energy targets will be tough to meet

BP’s green energy targets will be tough to meet

Published 10/08/2020

LONDON (Reuters) - BP (BP.L) will need to invest tens of billions of dollars over the next decade and may have to accept lower returns [more…]

U.S. long bond demand raises prospect of whole curve yielding below 1%

U.S. long bond demand raises prospect of whole curve yielding below 1%

Published 03/08/2020

BOSTON/CHICAGO, August 3 (Reuters) - A decline in U.S. Treasury yields over recent weeks has investors eyeing the approach of an unusual phenomenon - the [more…]

Economic pitfalls risk cooling Egypt’s hot money inflows

Economic pitfalls risk cooling Egypt’s hot money inflows

Published 27/07/2020

CAIRO/LONDON/DUBAI (Reuters) - The threat of conflict in Libya, water security worries and a flatlining tourist sector risk upending a nascent rally in Egyptian bonds, [more…]

Cresting ‘first wave’ of stimulus may be next hurdle for world markets

Cresting ‘first wave’ of stimulus may be next hurdle for world markets

Published 16/07/2020

LONDON (Reuters) - A growth spurt in the balance sheets of the world’s biggest central banks has crested in recent weeks, drawing warnings from investors [more…]

Top-performing U.S. equity funds this year are betting on a transformed world

Top-performing U.S. equity funds this year are betting on a transformed world

Published 02/07/2020

NEW YORK (Reuters) - U.S. equity funds that were able to best weather the global economic upheaval from the coronavirus pandemic this year are turning [more…]

Fed’s offered flood of credit so far just a trickle in practice

Fed’s offered flood of credit so far just a trickle in practice

Published 30/06/2020

(Reuters) - The Federal Reserve’s promise in the early days of the coronavirus pandemic to flood the U.S. economy with trillions of dollars seemed like [more…]