Monthly Archives: July 2017

Austen Morris Associates’ Senior Consultant Darryl Viojan participates at the Largest Business and Investment Expo in the Philippines! The 4th Philippine Investment Expo and Conference was held on July the 22nd and 23rd 2017 at the ... more
A WORLD OF DIFFERENCE Incoming data continues to show global growth has good momentum. Indeed, a number of countries (for example US and Germany) appear to be at full capacity. This should be generating inflation, ... more
SPLITTING UP The global economy continues to enjoy a growth recovery, with recent data suggesting there has been renewed strength at the beginning of the Northern hemisphere’s summer. However, from a cyclical perspective, there is ... more
GROWING PAINS The upturn in global bond yields continued into its second week as central bank meeting minutes and mostly positive data caused investors to reassess the longer-term outlook for interest rates. However, equities were ... more
Latin America: MSCI Lat Am 2,455 +3.10% Peruvian Congress granted the government special legislative powers for 90 days. The cabinet will pass a package of reforms related to: ¥ Strengthening of fiscal framework to support ... more
DAMNED IF YOU DO, DAMNED IF YOU DON’T Despite continued momentum in global growth over the past 6 months, government bonds have rallied alongside equities. Last week, hawkish soundbites from central bankers prompted a spike ... more