Fresh insight into what's moving global markets, from shares and bonds to currencies and property
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.
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.
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.
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.
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.
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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
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.
F&C: A period of 'uncertainty' will hit commercial property investors this year, but the longer-term picture is bright
28 Aug 2014
Richard Kirby, high-performing manager of the £1.2 billion F&C Commercial Property Trust, believes that while investor ‘senitment has improved' in the commercial property market, it is likely that returns will be lower for the second half of this year than they were in the six months to June.
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.
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.
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.
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.
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.
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.
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.
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.