Markets

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

Gold price 'could have some way to fall yet' 

Gold price 'could have some way to fall yet' 

27 Aug 2014

Investors should ignore the ‘myths’ that surround gold as an investment and not buy at the current level, despite the fact that the asset class is trading at 33 per cent below its peak valuation of just three years ago, according to Brian Dennehy, managing director of FundExpert.co.uk.

Artemis: Company results point investors towards Asia, not Europe, in 2014 

Artemis: Company results point investors towards Asia, not Europe, in 2014 

26 Aug 2014

The wave of announcements this summer from companies disclosing their results shows that investors should be looking to Japanese equities, and shunning European companies as the year progresses, according to Simon Edelsten, manager of the Artemis Global Select fund. 

JP Morgan: The best way to invest in commodities 

JP Morgan: The best way to invest in commodities 

22 Aug 2014

It has been a rocky summer for global equity markets with escalating geopolitical risk and some investors fearing the consequences of interest rate rises, the natural resources sector has actually strongly outperformed global equities.

JP Morgan: Investors should stick with Japan, despite the poor performance in 2014

JP Morgan: Investors should stick with Japan, despite the poor performance in 2014

20 Aug 2014

Investors with a portfolio containing global funds are likely to find that their Japanese holdings have been the ‘laggard’ this year, but investors should stick with the country, according to Tony Lanning, manager of the JP Morgan Fusion funds range. 

'The best Eurozone banks are a tantalising opportunity, despite the area's economic woes'

'The best Eurozone banks are a tantalising opportunity, despite the area's economic woes'

14 Aug 2014

Hugh Cuthbert, manager of the SVM Continental Europe fund, believes that certain Eurozone banks offer a ‘tantalising opportunity’ for long-term investors, despite the clouds of uncertainty that rumble across the Eurozone economy at present. 

Latest Mark Carney statement makes rise in UK interest rates unlikely this year 

Latest Mark Carney statement makes rise in UK interest rates unlikely this year 

13 Aug 2014

An interest rate rise for the UK in 2014 was ‘fairly explicitly ruled out’ by Bank of England governor Mark Carney in his inflation report this morning, according to Kathleen Brooks, research director at Forex.com. 

Gold mining shares 'highly undervalued' in current climate

Gold mining shares 'highly undervalued' in current climate

8 Aug 2014

Shares in companies within the DAXglobal Gold Miners Index could rise by more than 30 per cent in the coming months, according to Simona Gambarini, associate director for research at ETF Securities. 

Neil Woodford: UK investors should adopt a cautious approach for the next five years

Neil Woodford: UK investors should adopt a cautious approach for the next five years

7 Aug 2014

Star UK fund manager Neil Woodford, who raised £2.3 billion in two months from private investors for his new CF Woodford UK Equity Income fund, believes that a very cautious approach will be best suited to the stock market of the next five years.

JP Morgan: Why now is the best time to invest in emerging markets

JP Morgan: Why now is the best time to invest in emerging markets

6 Aug 2014

Richard Titherington, chief investment officer for emerging markets at JP Morgan Asset Management, believes that while it is not ‘popular’ or ‘obvious’ to invest in emerging markets right now, there are a number of reasons for investors to consider the asset class. 

Fracking won't cause oil price slump: Lombard Odier

Fracking won't cause oil price slump: Lombard Odier

5 Aug 2014

The oil price is unlikely to fall despite the onset of fracking, and investors looking to capture the gains available in the oil and gas sector should focus on US-listed companies, according to Pascal Menges, manager of the Lombard Odier Global Energy fund.

Investors turn cautious on stock market

Investors turn cautious on stock market

29 Jul 2014

Private investors have been shunning equity funds in favour of fixed income and multi-asset mandates, according to figures from Morningstar.  

Latest UK GDP data supports case for interest rate rises, but 'caution' still warranted

Latest UK GDP data supports case for interest rate rises, but 'caution' still warranted

25 Jul 2014

The announcement this morning that the UK economy has grown past its pre-crisis peak, with GDP for the second quarter confirmed as 0.8 per cent, gives Mark Carney and his colleagues at the Bank of England ‘the signs they have been looking for’ to raise interest rates, according to Azad Zagana, European economist at Schroders.

Stephanie Flanders: Now is the time to invest in commodity stocks

Stephanie Flanders: Now is the time to invest in commodity stocks

24 Jul 2014

Stephanie Flanders, chief market strategist at JP Morgan Asset Management, believes that now is the time for investors to back commodity companies.

Schroders: Long-term confidence required to invest in new technology companies is 'not reasonable'

Schroders: Long-term confidence required to invest in new technology companies is 'not reasonable'

23 Jul 2014

It is not reasonable to expect investors to make the leap of faith required in order to make an investment in a new technology company, according to James Gautrey, telecoms and technology analyst at Schroders.

Schroders: India and South Africa are the best value emerging markets

Schroders: India and South Africa are the best value emerging markets

15 Jul 2014

Keith Wade, chief economist at Schroders, believes that while the case for investing in emerging markets is ‘compelling’, those looking at the asset class need to be very selective at present. 

JP Morgan: US and UK economic recovery 'far from secure' 

JP Morgan: US and UK economic recovery 'far from secure' 

10 Jul 2014

Andrew Goldberg, market strategist for Europe at JP Morgan Asset Management, believes that the economic recovery in the US and the UK is ‘far from secure’.