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☆ A 'real boon' for markets if the Republicans take both chambers: Schroders economist
▼ + stars: | 2022-11-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA 'real boon' for markets if the Republicans take both chambers: Schroders economistGeorge Brown, economist at Schroders, discusses the U.S. midterm elections and how markets could react if the power dynamic shifts.

☆ Watch CNBC's full interview with Schroders North America's Ron Insana
▼ + stars: | 2022-10-28 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Schroders North America's Ron InsanaRon Insana, senior advisor to Schroders North America, joins 'Power Lunch' to discuss notions about a Fed pivot, political pressures on economic realities and the rollover of headline inflation.

☆ The fed might pause but it's unlikely to pivot, says Schroders North America's Ron Insana
▼ + stars: | 2022-10-28 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe fed might pause but it's unlikely to pivot, says Schroders North America's Ron InsanaRon Insana, senior advisor to Schroders North America, joins 'Power Lunch' to discuss notions about a Fed pivot, political pressures on economic realities and the rollover of headline inflation.

☆ Political uncertainty, rising rates weigh on UK stocks
▼ + stars: | 2022-10-20 | by ( ) www.reuters.com time to read: +1 min

SummarySummary Companies FTSE 100 down 0.2%, FTSE 250 off 0.3%Oct 20 (Reuters) - Worries over a deepening political crisis in the UK and rising interest rates globally kept London's main stock indexes under pressure on Thursday, with shares of homebuilders edging toward a multi-year low hit recently. UK's housing index (.FTNMX402020), which hit a near decade low last week, slipped 1.5% as rising interest rates fuelled concerns about affordability and a sharp slowdown in the sector. The blue-chip FTSE 100 (.FTSE) slipped 0.2% by 0715 GMT, while the midcap FTSE 250 index (.FTMC) dropped 0.3%. read moreA bright spot was luxury goods maker Burberry (BRBY.L), up 1.7%, after French peer Hermes (HRMS.PA) reported a sharp rise in sales growth. Register now for FREE unlimited access to Reuters.com RegisterReporting by Sruthi Shankar in Bengaluru; Editing by Anil D'SilvaOur Standards: The Thomson Reuters Trust Principles.

☆ EXCLUSIVE Hedge fund Irenic asks Capricorn Energy to ditch NewMed deal
▼ + stars: | 2022-10-19 | by ( Svea Herbst-Bayliss | ) www.reuters.com time to read: +3 min

The company's stock price closed up 0.25% at 244.60 penceThe NewMed transaction would result in Capricorn being paid a $620 million special dividend. It would also leave them with a 10.3% stake in the combined company, with NewMed shareholders owning 89.7%. A liquidation could value Capricorn's assets at 350 pence per share, versus the 254 pence-per-share valuation in the NewMed deal, according to Irenic. "The company has yet to present shareholders with any proposal that represents superior value relative to the straightforward liquidation value we have assessed," Irenic wrote in the letter. Prior to agreeing on a sale to NewMed, Capricorn scrapped plans to merge with Tullow Oil Plc (TLW.L) in a deal that would have valued Capricorn shares at 210 pence and would have given Capricorn investors 47% of the new entity.

☆ Fed is looking in the wrong direction for signs of disinflation, says Schroders' Ron Insana
▼ + stars: | 2022-10-14 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed is looking in the wrong direction for signs of disinflation, says Schroders' Ron InsanaRon Insana, senior advisor at Schroders, joins 'Power Lunch' to share evidence of goods prices falling, citing downward pressure on CPI from decreases in shipping costs and real estate and supply chain disruption beginning to resolve.

☆ Insana: Signs emerge that the big drivers behind this hot inflation reading are starting to cool
▼ + stars: | 2022-10-14 | by ( Ron Insana | ) www.cnbc.com time to read: +2 min

People shop in a supermarket as inflation affected consumer prices in New York City, June 10, 2022. Whether the financial markets have correctly priced in "peak inflation" and a potential Federal Reserve pivot is a topic for another day. But there is ample evidence that the inputs that drove inflation higher, especially in the goods sector, are heading back to Earth. A disinflation checklist may be in order here, despite what appears to be more sticky inflation in services and wages. Let's start with what some, myself included, believe to be the root cause of this most recent inflation spike, the pandemic-induced disruption of global supply chains.

☆ Explainer: Why are Britain's pension schemes dumping gilts?
▼ + stars: | 2022-09-28 | by ( ) www.reuters.com time to read: +4 min

WHAT ARE DEFINED BENEFIT PENSION SCHEMES? Defined benefit (DB) pension schemes pay pensioners a fixed annual amount, often a proportion of the final salary they earned as employees. Register now for FREE unlimited access to Reuters.com RegisterThe pension schemes invest typically more than half of their assets in bonds, in order to pay pension liabilities decades into the future. To avoid being exposed to market volatility, the schemes typically hedge their positions through gilt derivatives managed by so-called liability-driven investment (LDI) funds. LDI funds also sold index-linked gilts to shore up the cash in their funds.

☆ The strong dollar and rapid interest rate rise threatens the global financial architecture, says Schroders' Insana
▼ + stars: | 2022-09-23 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe strong dollar and rapid interest rate rise threatens the global financial architecture, says Schroders' InsanaRon Insana, Schroders N.A. senior advisor and CNBC contributor, joins 'Power Lunch' to discuss why the strength of the dollar raises risks in the currency market, why a rising dollar causes havoc in other currencies and more.

"Today, there's much stronger appetite for India and Southeast Asia," Joel Thickins, co-managing partner at TPG Capital Asia, told Reuters. The enthusiasm persists despite due diligence for startups that requires many months while valuations are under pressure, investors said. But although funds were diversifying, investors said the region's vastly different markets meant a uniform investing strategy was not ideal. One area that I constantly notice that everybody is very interested in is Southeast Asia. "There are still individual U.S. cities where startups are raising more money than all of the startups in Southeast Asia," said Julie Ruvolo, managing director of venture capital at Global Private Capital Association, which says its 300 members manage assets of more than $2 trillion.

☆ Farm and food investors face $150 bln loss on climate change - report
▼ + stars: | 2022-09-20 | by ( Ross Kerber | ) www.reuters.com time to read: +2 min

Cattle gather in a field near a wind turbine in the Landes de Couesme wind farm near La Gacilly, western France, April 26, 2014. The study, seen by Reuters News, found the companies' value would decline by an average of around 7% by 2030, equivalent to some $150 billion in investor losses, if they did not adopt new practices. The report does not name specific companies so it is not taken as investment advice, a campaign representative said. It is being published by Race to Zero, a U.N.-backed campaign to address climate change. The report will be presented at Climate Week in New York, a series of events tied to the gathering of world leaders in the city.

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