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Results 51–100
of 264 found.
Developed Europe: Regional Economic Review - Q3 2014
by Team of Thomas White International,
Developed Europe remained bogged down by deflationary conditions all through the third quarter. Annual inflation in the regions 18-member single-currency bloc, the Euro-zone, slipped from 0.4 percent in July to 0.3 percent in September, its lowest level since October 2009.
Middle East/Africa: Regional Economic Review - Q3 2014
by Team of Thomas White International,
Despite continuing geopolitical tensions and subdued oil prices, the Middle East and Africa region had a largely positive third quarter. South Africa, the largest economy in this region, saw its labor problems diminish while Egypt reported a string of encouraging data, signaling that it is steadily recovering from a long phase of political and economic turbulence.
International Equity Commentary: October 2014
by Team of Thomas White International,
International equity prices saw large price swings during the month of October as fears about slower global growth led to an appreciable decline during the first two weeks. Equity prices recovered subsequently as better than expected U.S. economic data helped allay global growth fears.
Emerging Markets Equity Commentary: October 2014
by Team of Thomas White International,
Emerging market equity prices turned volatile during October as concerns about weak global growth and the impending close of bond purchases by the U.S. Federal Reserve unnerved investors. Still, some of the large emerging markets in Asia rebounded strongly during the second half of the month.
Global Economic Overview: October 2014
by Team of Thomas White International,
Regional growth trends diverged further during the month of October as data from the U.S. and China were positive, while activity in the Euro-zone remained subdued. The U.S. economy expanded faster than expected during the third quarter, helped by higher government spending.
Global Economic Overview: September 2014
by Team of Thomas White International,
Global economic growth concerns resurfaced during the month of September, as data from the Euro-zone suggested that select large counties yet again face recession. Even Germany, the bulwark that shielded the common currency area during the fiscal crisis, has slowed down as subdued external demand has taken a toll on exports.
Americas: Regional Economic Review - Q3 2014
by Team of Thomas White International,
The clear divergence in economic growth trends between the developed economies in North America and Latin America widened during the third quarter. The U.S. is now the fastest growing developed country in the world, and has lifted the outlook for Canada and Mexico, two of its major trading partners in the region.
International Equity Commentary: September 2014
by Team of Thomas White International,
International equity prices corrected in September as investors became concerned about slower global growth and the continued withdrawal of monetary stimulus by the U.S. Federal Reserve. Stronger than expected U.S. growth could support the global economy in the coming quarters, but has made investors anxious of early interest rate hikes. The Euro-zone economic recovery is faltering yet again as growth has slipped in most large countries.
Emerging Markets Equity Commentary: September 2014
by Team of Thomas White International,
Emerging market equity prices corrected in September on concerns about weaker global growth even as the U.S. Federal Reserve is set to wind down its bond purchases. Signs of yet another downturn in the Euro-zone economy are likely to hurt the export outlook for the major emerging countries that had seen a modest improvement in exports in recent months.
International Equity Commentary: July, 2014
by Team of Thomas White International,
International equity prices saw a modest correction in July as geopolitical tensions worsened in Ukraine and the Middle East. The risk of these conflicts spreading to wider areas and pulling in more countries unnerved the markets.
Developed Europe: Regional Economic Review - Q2 2014
by Team of Thomas White International,
Europes ability to sustain its economic recovery is back in the spotlight. The latest second quarter estimates of statistics agency Eurostat, which were released in mid-August, show that compared to the first quarter, GDP merely inched up 0.2 percent in the 28-country European Union (EU) but failed to grow at all in the 18-member Euro-zone.
Emerging Markets Equity Commentary: July, 2014
by Team of Thomas White International,
Emerging market equity prices continued to outperform the developed markets in July and ended the month with moderate gains. Markets in Asia significantly outperformed during the month, helped by signs of stabilizing economic growth in major markets such as China.
Global Economic Overview: July 2014
by Team of Thomas White International,
Recent economic data from the developed world have shown divergent trends while growth in the emerging economies appears to be stabilizing. The U.S. economy expanded at a faster than expected pace during the second quarter, more than offsetting the first quarter decline, which revised estimates show was not as severe as thought earlier.
Americas: Regional Economic Review - Q2 2014
by Team of Thomas White International,
Economic trends from the region during the second quarter were in line with earlier periods, as the developed economies in North America are seeing healthier growth while most of the emerging economies in Latin America are facing a slowdown.
Global Economic Overview: June 2014
by Team of Thomas White International,
Recent data from the major countries suggest that the global economy is emerging out of the slower growth period experienced at the beginning of this year. Though the Euro-zone economy continues to see softer trends, data from the U.S. has become more positive.
Middle East/Africa: Regional Economic Review - Q3 2014
by Team of Thomas White International,
With a geopolitical setback and a positive market development, the Middle East had a mixed second quarter. Amid the civil war in Syria, another conflict erupted in the region during the quarter as a militant group started systematically seizing territory from Iraqi security forces.
Developed Asia Pacific: Regional Economic Review - Q2 2014
by Team of Thomas White International,
During the first half of 2014, developed Asia Pacific economies faced challenges arising from lukewarm consumption and meek trade growth. Most countries in the region tried boosting their economies with a mix of infrastructure spending and loose monetary policies. Countries that had their trade skewed to China, Asias largest economy, faced prospects of slowing trade.
International Equity Commentary: June-2014
by Team of Thomas White International,
International equity prices advanced further in June on expectations that the major developed economies are likely to see healthier trends during the second half of this year. Japan and Canada saw robust gains during the month while markets in Europe underperformed.
Thomas White's 2014 Mid-Year Market Outlook
45-year industry veteran Tom White offers a review of current global economic trends and the outlook for the second half of 2014, with insights on the investment opportunities that may arise in the near future. Listen to why he sees "interest rates continuing to fall" and why "we are positive about what is going on" in the global economy.
Emerging Europe: Regional Economic Review - Q2 2014
by Team of Thomas White International,
During the second quarter of the year, the Emerging Europe region appeared to be displaying divergent trends. The fallout of the Ukraine crisis was not as damaging to the Russian economy as feared, with the economy even expanding during the review period. However, as the IMF pointed out, the sanctions imposed by the West appear to have dented investor confidence.
Capturing Value Worldwide with Thomas White International
At Thomas White, our investing performance goal is straightforward: to outperform our benchmarks in the long-term and especially during market declines. We feel the surest path to accomplish these goals is to become an exceptional research organization. To meet these objectives, our professionals have come to understand corporations, investor behavior and portfolio design better than our peers, as we continue to expand our global research and product capabilities.
Emerging Markets: What countries are now attractive?
While many emerging market countries are facing headwinds, many developing markets, such as South Korea, China, Taiwan, Poland and Mexico, are posing robust opportunities. See why Tom White feels that throwing these babies out with the bathwater may not be a wise idea.
Extending Our Team to Bangalore India
At Thomas White, our investing performance goal is straightforward: to outperform our benchmarks in the long-term and especially during market declines. We feel the surest path to accomplish these goals is to become an exceptional research organization. To meet these objectives, our professionals have come to understand corporations, investor behavior and portfolio design better than our peers, as we continue to expand our global research and product capabilities.
Middle East/Africa: Regional Economic Review - Q1 2014
by Team of Thomas White International,
As the Middle East and Africa region stepped into the New Year, the three regional economies under our coverage did not see any material change in their political or economic situation. Labor problems remained the most immediate concern for South Africa while Egypt unveiled yet another stimulus program to mend an economy that has been struggling amid political uncertainty for three years now.
Emerging Markets Outlook - April 2014
by Team of Thomas White International,
Emerging market equities as an asset class have been underperforming developed market equities for more than three years, though they continue to maintain the lead over 10-year returns. The divergence in returns between emerging and developed markets widened sharply in 2013, when the prospect of reduced capital inflows heightened investor concerns about slower economic growth in the emerging countries.
Americas: Regional Economic Review - Q1 2014
by Team of Thomas White International,
The developed economies in North America continue to see relatively healthier growth prospects this year, while the outlook for the emerging economies in Latin America remains subdued. Trends from both the U.S. and Canada indicate that these economies are recovering from the slowdown at the beginning of the year, caused by adverse weather.
Emerging Asia Pacific: Regional Economic Review - Q1 2014
by Team of Thomas White International,
The byword for economic prospects in emerging Asia Pacific economies during the first quarter of 2014 was "optimism". The countries in the region, despite undergoing a torrent of political activity and struggle, pinned their hopes on a revival in global trade. With other avenues of growth such as investment and consumption showing little promise, the emphasis on global trade took on even greater importance.
Emerging Europe: Regional Economic Review - Q1 2014
by Team of Thomas White International,
The International Monetary Funds latest assessment of the global economy pointed out that robust economic recovery in developed countries has significantly reduced the risk of a downturn this year. The Washington-based lender said it sees growth in emerging and developing Europe as a whole at 2.4 percent in 2014, which is expected to accelerate to 2.9 percent next year.
Americas: Regional Economic Review 4Q 2013
by Team of Thomas White International,
The outlook for the developed economies in North America remains healthy while the emerging economies of Latin America continue to face headwinds. Though recent data from the U.S. and Canada have indicated moderation in economic activity, most of the slowdown was likely caused by adverse weather conditions in the region.
Global Economic Overview - February 2014
by Team of Thomas White International,
Pessimism over the sustainability of global growth this year has subsided as it is now widely acknowledged that softer data from some of the developed countries in recent months were influenced by the severe winter weather.
Emerging Markets Equity Commentary: January 2014
by Team of Thomas White International,
Emerging market equity prices corrected in January as investors worried about slower growth in China as well as political and economic turbulence in some the frontier economies such as Argentina and the Ukraine. Markets were also unnerved by the unexpectedly large interest rate hike in Turkey, which failed to prop up the currency.
Emerging Markets Equity Commentary: January 2014
by Team of Thomas White International,
Emerging market equity prices corrected in January as investors worried about slower growth in China as well as political and economic turbulence in some the frontier economies such as Argentina and the Ukraine. Markets were also unnerved by the unexpectedly large interest rate hike in Turkey, which failed to prop up the currency.
International Equity Commentary: January 2014
by Team of Thomas White International,
International equity markets have started the year on a difficult note, as concerns about the robustness of economic growth in the U.S., Japan and Europe have made investors more cautious. Though the U.S. economy expanded at a faster than expected pace during the last quarter of 2013, recent data reports from the labor market have not been as healthy.
Emerging Markets Equity Commentary - December 2013
by Team of Thomas White International,
Emerging market equity prices saw a modest correction for the second successive month in December, as investors remained cautious about the outlook for some of the emerging economies. Select countries such as Thailand in Asia and Turkey in Europe continue to face difficult political environments, with large demonstrations against the governments. Their currencies have reacted negatively to the latest developments, making investors fearful of a repeat of the volatile market movements seen during the third quarter of 2013.
Global Economic Overview - December 2013
by Team of Thomas White International,
The global economic outlook has turned brighter as several major economies are improving. Both business and consumer sentiment have become healthier across most regions, as the policy uncertainties that plagued several countries last year have faded. The U.S. economy is expected to accelerate further in 2014, while Europe and Japan are also likely to see faster growth.
International Equity Commentary - December 2013
by Team of Thomas White International,
International equity prices saw marginal gains in December as investors weighed the improved global economic outlook against the reduction in monetary stimulus from the U.S. Federal Reserve. Economic trends have become more positive across most regions, helped by the improving business environment and consumer sentiment in the U.S. as well as in Europe. Japan continues to see stronger export gains as demand revives in its major markets and the cheaper yen remain supportive.
Emerging Europe: Regional Economic Review - 4Q 2013
by Team of Thomas White International,
The club of emerging European economies expanded, as Morgan Stanley Capital International (MSCI) moved Greece from developed to the status of an emerging economy. The majority of the countries covered in this review, including the new entrant, had something to look up to in the New Year.
Middle East/Africa: Regional Economic Review - 4Q 2013
by Team of Thomas White International,
The International Monetary Fund (IMF) anticipates weak growth in the Middle East and North Africa (MENA) region mainly due to heightened political instability. Whats more, after years of healthy performance, growth in the oil exporting nations is expected to lose pace due to lower international demand and local oil supply disruptions. Given that these countries are witnessing a population boom, the IMF emphasized the need for economic diversification by the oil exporters and job creation in private non-oil sectors.
Emerging Asia Pacific: Regional Economic Review - Q3 2013
by Team of Thomas White International,
The second half of 2013 has posed significant challenges to growth in major Emerging Asia Pacific economies. Almost all emerging Asia Pacific economies showed signs of strain arising from stubborn inflation, higher interest rates, slower consumer spending and lukewarm exports.
Global Economic Overview - October 2013
by Team of Thomas White International,
Global economic trends continue to see gradual improvement, though the progress has become less steady. The developed economies remain the major drivers of global growth, but data from some of the regions have not met expectations.
Developed Asia Pacific: Regional Economic Review Q3 2013
by Team of Thomas White International,
Developed Asia Pacific economies were back on their feet during the second quarter of 2013 as economic growth gained momentum, inflation fell mildly and exports climbed strongly. Most developed countries in the region such as Japan, Australia, and New Zealand reported a sharp positive swing in consumer and business confidence. Predominantly expansionary monetary and fiscal policies also helped keep the pace of economic recovery.
Results 51–100
of 264 found.
