Markets

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

Investors should be careful about investing more in BP and Shell, despite the OPEC agreement 

Investors should be careful about investing more in BP and Shell, despite the OPEC agreement 

29 Sep 2016

Colin Morton, who runs the £267 million Franklin UK Equity Income fund, has asserted that despite the share prices of Shell, BP and associated shares rising markedly today as OPEC, the cartel of oil producers announced overnight a plan to limit oil production.

What will the US election mean for the performance of the dollar? 

What will the US election mean for the performance of the dollar? 

29 Sep 2016

Thomas Hampton, head of corporate dealing at Foremost Markets writes exclusively for What Investment on what the US presidential election might mean for the US dollar. 

What Donald Trump becoming US president would mean for stock markets, by top investors

What Donald Trump becoming US president would mean for stock markets, by top investors

27 Sep 2016

Investors should be careful not to overreact to any of the outcomes of the US presidential election, according to a brace of prominent investors.

JP Morgan: The global economy looks healthy, but Japan is the market to avoid

JP Morgan: The global economy looks healthy, but Japan is the market to avoid

20 Sep 2016

John Bilton, global head of multi-asset strategy at JP Morgan Asset Management, has asserted that while the global economy is likely to improve towards the end of this year, continued currency strength is likely to dent the potential returns available in Japan.

What would Donald Trump being elected US president mean for investors?

What would Donald Trump being elected US president mean for investors?

16 Sep 2016

Abbas Owainati, macro strategist at Old Mutual Global Investors, writes exclusively for What Investment on what a Donald Trump victory in the US presidential election would mean for investors. 

How can a private investor protect themselves from currency movements?

How can a private investor protect themselves from currency movements?

15 Sep 2016

Tom Hampton, Head of Corporate Dealing at Foremost Currency Group and Foremost Markets, writes exclusively for What Investment on how a private investor can protect their portfolio from a volatile currency.  

Hargreaves Lansdown: UK inflation is likely to rise from here

Hargreaves Lansdown: UK inflation is likely to rise from here

13 Sep 2016

The latest UK inflation data came in below expectations, at 0.6 per cent, but investors should expect a rise from here, according to Ben Brettell, senior economist at Hargreaves Lansdown.

Stephanie Flanders: The three things investors should be worrying about more than Brexit, and how to invest right now 

Stephanie Flanders: The three things investors should be worrying about more than Brexit, and how to invest right now 

13 Sep 2016

Stephanie Flanders, the former BBC economics editor who is now chief market strategist at JP Morgan Asset Management, has revealed the three issues she asserted should be of greater concern to investors than Brexit.

Schroders: Investors should expect global growth to be lower this year, and UK interest interest rates to fall in November 

Schroders: Investors should expect global growth to be lower this year, and UK interest interest rates to fall in November 

12 Sep 2016

Keith Wade, chief economist at Schroders, has asserted that global growth is likely to fall this year as economic activity slows down in developed markets, and that UK interest rates will be cut again in November.

Mark Mobius: Investors should be worried about the impact of negative interest rates on the global economy

Mark Mobius: Investors should be worried about the impact of negative interest rates on the global economy

8 Sep 2016

Dr Mark Mobius, the veteran investor who is executive chairman of the Templeton Emerging Markets Group, has asserted that the current policy of negative interest rates being implemented around the globe will have long term consequences.

JP Morgan: What Brexit will mean for the long term prospects of UK shares  

JP Morgan: What Brexit will mean for the long term prospects of UK shares  

7 Sep 2016

Alex Dryden, market strategist at JP Morgan Asset Management has asserted that as a consequence of the EU referendum result, the FTSE 100 is likely to continue to outperform the rest of the UK equity market. 

The markets that are better value than the UK in 2016, by top analyst   

The markets that are better value than the UK in 2016, by top analyst   

5 Sep 2016

Luca Paolini, chief strategist at Pictet Asset Management, has revealed the two market he believes offer the best value for investor right now, and the UK isn’t one of them.

Hargreaves Lansdown: What the latest economic data really tells us about the health of the UK economy after Brexit 

Hargreaves Lansdown: What the latest economic data really tells us about the health of the UK economy after Brexit 

1 Sep 2016

Laith Khalaf, senior analyst at Hargreaves Lansdown has responded to the latest economic data to emerge about the UK since the EU Referendum result on June 23rd.

The best way to add diversification to your property portfolio in 2016, by top investor

The best way to add diversification to your property portfolio in 2016, by top investor

30 Aug 2016

Steven Grahame, manager of the North Row Liquid Property fund, writes exclusively for What Investment on the best way for property investors to add diversification in 2016 

Why there are major problems with Mark Carney's post-Brexit economic policies 

Why there are major problems with Mark Carney's post-Brexit economic policies 

25 Aug 2016

The response of markets, and market participants to the referendum result was distressingly predictable, a rush to risk off assets, a decline in the value of sterling, and a sharp dip in economic expectations.

Fidelity: Gold remains a prudent investment, despite the price rise, and we have bought more 

Fidelity: Gold remains a prudent investment, despite the price rise, and we have bought more 

23 Aug 2016

Economic conditions remain favourable for investors seeking exposure to gold, despite the steep rise in the price of the precious metal this year, according to Nick Peters, multi-asset investor at Fidelity, who has been buying more gold.