NEWS Focus

Fundamentals are still so good that we cannot help wondering if the only worry today is that investors do not seem to be worried. The global recovery is still on track and even seems to be marginally intensifying.

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NEWS Trends

On June 5, 2017 Saudi Arabia, the United Arab Emirates, Egypt and Bahrain (known as the quartet) announced they were breaking diplomatic ties with Qatar, due to the country’s relations with Iran and accusations that it supports extremism. The quartet has suspended all air and sea travel links with Qatar, while Saudi Arabia has closed its borders with the country.

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NEWS Trends

The Italian parliament approved a new mixed electoral system. It is based on a one-third single-candidate constituency system in which the winner takes all and a two-thirds proportional system.

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NEWS Trends

The Catalan question is fascinating as it seems to be driven by purely political considerations, while the economic aspect is not thought to raise any great difficulties: the prevailing view seems to be that it will all fall into place.

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NEWS Focus

Prime Minister Shinzo Abe’s gambit to call for snap elections a year ahead of schedule paid off handsomely with his ruling coalition maintaining its two thirds “super majority” in the more powerful Lower House of Parliament.

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NEWS Focus

ESG issues are rapidly becoming a key priority for companies in emerging markets. ESG analysis provides a window into the quality, leadership and focus of companies including disclosure and governance.

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