Draghi essentially confessed to what everyone already knows - the European economy , after a short bout of strength in late 2017/early 2018 - is decelerating again.
Hedge fund strategies experienced a
symmetric move. The strategies that suffered in December
such as L/S Equity and Relative Value Arbitrage rebounded
recently, while those resilient at the end of 2018, such as
CTAs, lagged behind so far in Q1 due to their short equity
positions.
“China is battling slowing economic growth with a host of stimulus measures, but a US policy of containment, the rise of rival low-cost manufacturing hubs and a dwindling current account surplus call for caution,” says Jason Pidcock, Head of Strategy, Asian Income.
Global dividends rose to a new record in 2018, with a strong fourth quarter for
dividend payments despite more challenging equity market conditions, according to
the latest Janus Henderson Global Dividend Index.
Cloud computing, machine learning and the potential of the, as yet, relatively untapped field of data science have been rapidly rising up the agenda of the investment world. In an industry that is undergoing seismic changes, the capabilities, reach and efficiencies that data science innovation offers have potential to play an important role.