FWD Latest Thoughts, Research and Ideas

Global Markets Update Monday 12 November 2018

12 Nov 2018
Global Markets Update Monday 12 November 2018
Global stockmarkets mostly trod water over the week as investors breathed a sigh of relief that the results of the US mid-term elections were broadly as expected.

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Global Markets Update Monday 5th November 2018

05 Nov 2018
Global Markets Update Monday 5th November 2018
Having suffered their worst month since 2012 in October, global stocks started November on a brighter note, lifted by hopes of a thawing in US-Chinese trade tensions.

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Global Markets Update Monday 29 October 2018

29 Oct 2018
Global Markets Update Monday 29 October 2018
Global stocks plunged amid concerns over trade tariffs, mounting geopolitical risks, global growth and potentially peaking corporate earnings. In contrast, safe havens such as US Treasuries, the Japanese yen and gold rallied. Technology stocks once again led the sell-off amid fears the sector could be hurt the most by any downturn in global growth.

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Global Markets Update Monday 22 October 2018

22 Oct 2018
Global Markets Update Monday 22 October 2018
Investors remained cautious, with heightened diplomatic tensions between the US and Saudi Arabia, as a result of the disappearance of journalist Jamal Khashoggi, adding to ongoing trade war worries, political risks in Italy, Brexit concerns, and more hawkish comments from the US Federal Reserve.

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Global Markets Update Monday 15 October 2018

15 Oct 2018
Global Markets Update Monday 15 October 2018
Global stockmarkets made progress amid easing trade concerns despite the news that President Trump had requested aides to proceed with tariffs on a further $200bn of Chinese goods.

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Global Markets Update Monday 08 October 2018

08 Oct 2018
Global Markets Update Monday 08 October 2018
Stronger US economic data led to a sharp sell-off in global bonds, causing stock markets to weaken. Global M&A activity hit $3.3 trillion in the first nine months of 2018, surpassing the previous record set just before the financial crisis in 2008. During the final week of September, Michael Kors offered $2bn for Italian fashion house Versace, while Barrick Gold bought Rangold Resources in a $66bn deal.

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A-Z OF… CYBER SECURITY ASSISTANTS

25 Sep 2018
A-Z OF… CYBER SECURITY ASSISTANTS
The drive for innovation within the insurance profession is moving quickly. Insurers are investing more to ensure that people are provided with a smooth customer journey and firms are harnessing emerging technologies in an effort to improve processes for both businesses and consumers. With smart technology becoming increasingly prevalent in people’s daily lives, insurers have taken this opportunity to utilise technology to develop chat bots and smart assistants, which are able to use intuitive programming and learning capabilities to provide and gather information on customer behaviour; inform and answer questions about insurance policies; and assist people with the claims process.

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Global Markets Update Tuesday 25 September 2018

25 Sep 2018
Global Markets Update Tuesday 25 September 2018
The classification of some of the favoured FAANG stocks was changed as of 21 September, with the telecoms sector of the S&P 500 being renamed and expanded to include all ‘communication services’ stocks. Companies such as Netflix, Comcast and Walt Disney are moving from consumer discretionary into the new sector and will be joined by Alphabet, Facebook and Twitter from the information technology sector. On 28 September, MSCI is following suit, meaning Chinese stocks Baidu and Tencent are moving from information technology to communication services, as are NetEase and South Korea’s Naver, while Alibaba, often viewed as China’s Amazon, is moving from information technology to consumer discretionary. Meanwhile, Naspers, a South African media company that owns a large stake in Tencent, is also moving to communication services.

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Global Markets Update Monday 17 September 2018

17 Sep 2018
Global Markets Update Monday 17 September 2018
Global stockmarkets made progress amid easing trade concerns despite the news that President Trump had requested aides to proceed with tariffs on a further $200bn of Chinese goods.

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Global Markets Update Monday 10 September 2018

10 Sep 2018
Global Markets Update Monday 10 September 2018
US shares hit fresh highs, but elsewhere markets were generally weak as the sell-off in emerging market currencies continued.

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