Markets

Fresh insight into what's moving global markets, from shares and bonds to currencies and property

What 'Brexit' would mean for the UK economy, by prominent economist 

What 'Brexit' would mean for the UK economy, by prominent economist 

5 Feb 2016

Neil Williams, senior economist at Hermes, has outlined for What Investment what he sees as the key impacts for UK investors of the forthcoming referendum on the UK’s membership of the EU.

Mark Carney cuts UK growth forecast for 2016 and 'interest rates are now more likely to fall than rise', according to analysts 

Mark Carney cuts UK growth forecast for 2016 and 'interest rates are now more likely to fall than rise', according to analysts 

4 Feb 2016

In a stark, downbeat assessment of the health of the UK economy this morning, Bank of England governor Mark Carney cut his growth forecast for the UK economy to 2.2 per cent, from the previous 2.5, cautioned that the risk to this forecast is that it would be too optimistic, and kept interest rates at the present record low level,  with analysts increasingly scurrying to the conclusion that the UK interest rates are more likely to fall than rise from here.

Revealed: Three reasons why there will be no 'Brexit' 

Revealed: Three reasons why there will be no 'Brexit' 

3 Feb 2016

Aengus Collins, lead Eurozone analyst at the Economist Intelligence Unit, has revealed the three reasons why he believes that UK investors will not have to contend with the implications of Brexit in 2016.

Barings: There would have to be a 'dramatic change' in the UK economy for interest rates to rise in 2016

Barings: There would have to be a 'dramatic change' in the UK economy for interest rates to rise in 2016

2 Feb 2016

Despite expectations at the turn of the year that 2016 would bring the first rise in UK interest rates for the time in seven years, investors should expect no change in 2016, according to Sonja Laud, manager of the Barings Multi-Asset Income fund.

Is property a good investment for 2016?

Is property a good investment for 2016?

2 Feb 2016

Steven Grahame manager of the North Row Liquid Property fund writes for What Investment on the prospects for property investors in 2016

Why the Eurozone poses a greater risk to investors in 2016 than China, by veteran analyst 

Why the Eurozone poses a greater risk to investors in 2016 than China, by veteran analyst 

1 Feb 2016

Didier St Georges, a member of the investment committee at Carmignac, has told What Investment that while the Eurozone offers considerable potential for investor returns in 2016, the risks of further political and economic stability in the economic bloc are underappreciated by the market and so may be a greater threat than china.

Invesco Perpetual: The current stock market volatility is not a sign of an imminent recession, and there is one 'stand out opportunity' in the world  

Invesco Perpetual: The current stock market volatility is not a sign of an imminent recession, and there is one 'stand out opportunity' in the world  

29 Jan 2016

Nick, Mustoe, chief investment officer at Invesco Perpetual, has urged investors not to mistake the current stock market turbulence for the opening salvos of an imminent global recession. 

Latest UK GDP number hits forecast, but worries on health of economy grow 

Latest UK GDP number hits forecast, but worries on health of economy grow 

28 Jan 2016

The latest UK GDP figures, released this morning and covering the final quarter of 2015, showed that the economy expanded by 0.5 per cent, in line with estimates, but analysts agreed that a cocktail of worries is brewing.

JP Morgan: Why there is no evidence a recession is coming to the US 

JP Morgan: Why there is no evidence a recession is coming to the US 

26 Jan 2016

A gentle reduction in government ‘cuts’, robust demand for oil and falling company inventories combine to mean that there is no current sign of a profound decline in US economic activity, according to David Kelly, chief global strategist at JP Morgan Asset Management.

We have sold £100s of millions worth of shares in the past six months because we see a repeat of 2008 coming soon, say veteran investors

We have sold £100s of millions worth of shares in the past six months because we see a repeat of 2008 coming soon, say veteran investors

25 Jan 2016

Fears about the general health of the US economy, a view that the market is too optimistic regarding the potential for eurozone stock markets and a collapse in liquidity means that stock markets teeter on the edge of another 2008, though a recession in the wider economy is unlikely, according to a brace of investors speaking at the Carmignac investor conference in Paris yesterday.

Investors 'shouldn't rush' to invest in oil stocks in anticipation of a price rise, according to prominent analyst

Investors 'shouldn't rush' to invest in oil stocks in anticipation of a price rise, according to prominent analyst

25 Jan 2016

Such are the swirls of uncertainty around the oil market right now that investors shouldn’t be confident of a price increase to make the oil shares more investible, according to Jason Hollands at Tilney Bestinvest.

 Axa IM: What 'Brexit' would mean for the UK economy 

 Axa IM: What 'Brexit' would mean for the UK economy 

22 Jan 2016

David Page, senior economist at Axa Investment Management has outlined what he believes will be the impact on the market and economy of the UK leaving the EU.

Aberdeen Asset Management: Why the world isn't heading for another recession, despite the oil price fall 

Aberdeen Asset Management: Why the world isn't heading for another recession, despite the oil price fall 

21 Jan 2016

Lucy O’Carroll, chief economist at Aberdeen Asset Management. has revealed the reasons why she does not believe that the present market turbulence will turn into a real and prolonged financial crisis of the type experienced in 2007/08.

Standard Life: Why UK inflation is likely to stay lower for longer 

Standard Life: Why UK inflation is likely to stay lower for longer 

21 Jan 2016

James McCann, economist at Standard Life, has revealed the reasons why he believes UK inflation will remain low for years to come, even if the oil price does move upwards from the current lows.

Is China triggering a global crisis?

Is China triggering a global crisis?

20 Jan 2016

IMD business school professor of finance Nuno Fernandes on worldwide market turmoil, and whether troubles in China are a portent for a profound global crisis.

Hargreaves Lansdown: Investors who buy shares in the current market could be rewarded in years to come 

Hargreaves Lansdown: Investors who buy shares in the current market could be rewarded in years to come 

20 Jan 2016

BHP Billiton outlines a ‘doomsday scenario’ for commodity prices this in its trading update released overnight, causing the FTSE to lurch lower, but Mark Dampier, head of investment research at Hargreaves Lansdown, asserted that in years to come the present depressed share prices of many companies will have been viewed as a buying opportunity.