Markets

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

AXA: We used to be cautious on China, but things have changed

AXA: We used to be cautious on China, but things have changed

30 Sep 2014

After an extended period of advocating caution on Chinese equities, AXA Investment Management’s senior strategist Mathieu L’Hoir has disclosed that he now sees the country's stock market in a more positive light.

JP Morgan: positive election news already 'priced in' to Brazilian equities

JP Morgan: positive election news already 'priced in' to Brazilian equities

25 Sep 2014

Sophie Bosch de Hood, manager of the JP Morgan Brazil investment trust, told What Investment that the recent rally in Brazilian equities means that the stock market is now ‘priced for change’, regardless of whether October’s general election produces a result that the market will actually like. 

Richard Buxton: Sterling is likely to weaken further in the coming months

Richard Buxton: Sterling is likely to weaken further in the coming months

23 Sep 2014

Sterling is likely to continue to remain quite a way below the peak valuation of $1.72 to the pound seen in July, according to Richard Buxton, manager of the £1.5 billion Old Mutual UK Alpha fund. 

JP Morgan's Eidelman: Why I am putting more money into Russian equities

JP Morgan's Eidelman: Why I am putting more money into Russian equities

23 Sep 2014

Leon Eidelman, co-manager of the £1.2 billion JP Morgan Emerging Markets fund, has disclosed that the fund has invested more in Russia over the past twelve months than it had done in the previous five years. 

FTSE 100 'could top 6,900' after Scottish no vote in independence referendum

FTSE 100 'could top 6,900' after Scottish no vote in independence referendum

19 Sep 2014

The decision of the Scottish people to vote no to independence from the United Kingdom has caused sterling, gilts and certain shares to rise this morning, and kindled renewed optimism around the UK stock market.

Scottish house prices could suffer if there is a yes vote

Scottish house prices could suffer if there is a yes vote

18 Sep 2014

Christopher Down, chief executive at residential property investment firm Hearthstone Investments told What Investment today that house prices in Scotland could 'stagnate' if the country votes in favour of independence today.

The five best frontier market stocks for investors today

The five best frontier market stocks for investors today

18 Sep 2014

Simon Edelsten, who recently took over the management of the Mid Wynd International investment trust, has identified for What Investment the five frontier market stocks he believes represent value for private investors right now. 

Hargreaves Lansdown: UK interest rates unlikely to rise until after the general election

Hargreaves Lansdown: UK interest rates unlikely to rise until after the general election

17 Sep 2014

The fact that inflation remains considerably below the Bank of England’s own target, with wage growth also stagnant, means UK interest rates are unlikely to rise until after next year’s general election, according to Ben Bretell, senior economist at Hargreaves Lansdown. 

Scottish independence could see sterling 'fall 10 per cent on Friday'

Scottish independence could see sterling 'fall 10 per cent on Friday'

17 Sep 2014

The biggest immediate impact for investors in the event of a Scottish vote for independence tomorrow would be on sterling, which could fall 10 per cent in the aftermath of the vote, according to George Godber, manager of the Miton UK Value Opportunities fund. 

Neil Woodford: What the Scottish referendum means for UK investors - whatever the outcome

Neil Woodford: What the Scottish referendum means for UK investors - whatever the outcome

16 Sep 2014

High profile fund manager Neil Woodford has described the significant impact he believes the Scottish referendum will have on investor returns in the coming years, regardless of whether the Scottish people vote to stay within the UK or not.

Demand for UK residential property 'declines' for second consecutive month

Demand for UK residential property 'declines' for second consecutive month

11 Sep 2014

The latest survey of its members by the Royal Institution of Chartered Surveyors (RICS) has revealed that ‘buyer demand declined’ in the UK housing market in August.

Stephanie Flanders: Eurozone rate cut makes equities a better investment, but with higher risk

Stephanie Flanders: Eurozone rate cut makes equities a better investment, but with higher risk

5 Sep 2014

Stephanie Flanders, the former BBC economics editor who is now chief market strategist at JP Morgan Asset Management, believes that yesterday’s interest rate cut by the European Central Bank (ECB) is likely to increase the returns on offer from Eurozone equity markets, but also the risks attached to the investment. 

Henderson: Long-term picture for India is better than China, but China is cheaper right now

Henderson: Long-term picture for India is better than China, but China is cheaper right now

5 Sep 2014

Mike Kerley, manager of the Henderson Far East Income Trust, believes that in the current climate India is a better bet for investors than China.

Eurozone reforms 'too little, too late' 

Eurozone reforms 'too little, too late' 

4 Sep 2014

The latest rate-cutting measures announced by the European Central Bank (ECB) this afternoon, while welcome, are unlikely to ‘snuff out’ the chances of deflation crippling the economic bloc or to stimulate growth, according to Neil Williams, chief economist at Hermes Group. 

Evy Hambro: Risks associated with investing in commodities right now 'have diminished' 

Evy Hambro: Risks associated with investing in commodities right now 'have diminished' 

3 Sep 2014

The risks associated with investing in commodities have ‘diminished’ in recent months, according to Evy Hambro, manager of the £900 million BlackRock World Mining investment trust. 

Richard Woolnough: Eurozone economy is healthier than you think, but UK interest rates aren't going up for a while

Richard Woolnough: Eurozone economy is healthier than you think, but UK interest rates aren't going up for a while

3 Sep 2014

Richard Woolnough, whose £22 billion M&G Optimal Income bond fund has returned 88 per cent in eight years, believes that the Eurozone economy ‘is in better shape than people think’, but he isn’t rushing to buy bonds from the region.