Save this site as my preferred OppenheimerFunds experience
Save
No, Thanks

Spoof Access

×

CIO Insights

How to Invest for the Rest of 2016

article

How to Invest for the Rest of 2016

Brexit is negative for the world economy but will likely not end the current market cycle.

Full Article

Lower Rate, Asset Price Volatility May Be Coming Soon

article

Weak Productivity Growth Clouds the U.S. Payroll Report

article

Lower Rate, Asset Price Volatility May Be Coming Soon

Highlights
  • The Bank of Japan (BOJ) remains the driver of innovative global central bank policies.
  • Other global central banks may soon follow the BOJ's new approach to quantitative easing.
  • That may result in lower volatility in 2017, even if the Federal Reserve raises rates.
Full Article
Contributor
Chief Investment Officer, Portfolio Manager
Bw krishna memani headshot2

Weak Productivity Growth Clouds the U.S. Payroll Report

Highlights
  • Although the labor market has grown, productivity numbers remain below par.
  • Without productivity growth, GDP growth and profit margins will remain weak.
  • We expect modest market upside and more volatility unless productivity improves.
Full Article
Contributor
Chief Investment Officer, Portfolio Manager
Bw krishna memani headshot2

Gaining Perspective on Brexit

article

Looking Behind the LIBOR Rate Spike

article

Gaining Perspective on Brexit

Highlights
  • The dollar and yen have strengthened amid a flight to quality assets.
  • Safe haven bonds have rallied and credit spreads have widened.
  • Many European companies are globally focused and will be less affected than U.K. stocks.
Full Article

Looking Behind the LIBOR Rate Spike

Highlights
  • A key interest rate banks use for lending to one another has spiked to a five-year high.
  • Money market reform rules, not bank distress, are behind the jump in LIBOR.
  • Rates may normalize by October when the reform regulations are fully implemented.
Full Article
Contributor
Chief Investment Officer, Portfolio Manager
Bw krishna memani headshot2

Global Markets, Growth to Stay Under Brexit Cloud

article

What to Expect in a Post-Brexit World

article

Global Markets, Growth to Stay Under Brexit Cloud

Highlights
  • The negative impact of the Brexit vote on global markets and growth is far from over.
  • Global central banks will try to soften the blow with accommodative monetary policies.
  • A strengthening U.S. dollar will be a negative indicator for all global markets.
Full Article
Contributor
Chief Investment Officer, Portfolio Manager
Bw krishna memani headshot2

What to Expect in a Post-Brexit World

Highlights
  • British voters have shocked the world by choosing to have the UK exit the European Union.
  • The "Brexit" vote is creating global market turmoil and may trigger a global recession.
  • Investors should expect persistent volatility and weaker returns due to market uncertainty.
Full Article
Contributor
Chief Investment Officer, Portfolio Manager
Bw krishna memani headshot2

More Collections

View All Collections
×
Loading...
Tiny Button Small Button Large Button Default Button Secondary Button Framed Button Framed Button ( Small Caps )