Markets

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

US equities not cheap, but worth sticking with: JP Morgan

US equities not cheap, but worth sticking with: JP Morgan

23 Apr 2014

Continued economic growth and ‘momentum from improved company earnings' will see US equity investors rewarded this year, according to Edmund Brandt, investment director at JP Morgan. 

JP Morgan: Fall in tech stocks 'a healthy correction', not a second dotcom crash

JP Morgan: Fall in tech stocks 'a healthy correction', not a second dotcom crash

17 Apr 2014

The recent slump in technology stock prices constitutes ‘a healthy correction’, not a repeat of the bursting of the dotcom bubble at the turn of the millennium, according to Mark Goldberg, global market strategist at JP Morgan Asset Management.

Investors 'should avoid China funds' despite healthy GDP growth

Investors 'should avoid China funds' despite healthy GDP growth

16 Apr 2014

Chinese GDP growth looks impressive on the surface, but investors ‘should be wary’ of investing in a pure China fund, according to Jason Hollands, managing director at Bestinvest. 

JP Morgan: Emerging markets can deliver double-digit returns in the coming year

JP Morgan: Emerging markets can deliver double-digit returns in the coming year

14 Apr 2014

Richard Titherington, chief investment officer for emerging markets at JP Morgan Asset Management, believes that based on historical precedents, emerging markets could deliver returns greater than 10 per cent within the next 12 months.

Stephanie Flanders: Investors should avoid Chinese equities

Stephanie Flanders: Investors should avoid Chinese equities

10 Apr 2014

Stephanie Flanders, chief market strategist for Europe, the Middle East and Africa at JP Morgan Asset Management, has outlined the key advice she believes emerging market investors should follow in 2014. 

Premier: The best way to invest in the US 

Premier: The best way to invest in the US 

8 Apr 2014

Simon Evan-Cook, multi-asset investment manager at Premier, has outlined for What Investment the best ways to invest in the US market, which he says in general is ‘overvalued’.

 

Invesco Perpetual: This is as good as it gets for UK economic growth

Invesco Perpetual: This is as good as it gets for UK economic growth

7 Apr 2014

While UK economic growth is likely to be maintained in the coming years, 'it is unlikely to accelerate much from here’, according to John Greenwood, chief economist at Invesco Perpetual. 

How to invest in China for the long term: buy Baidu, Tencent and Alibaba

How to invest in China for the long term: buy Baidu, Tencent and Alibaba

4 Apr 2014

Investors seeking to tap into the growth of China should focus on internet companies and shun commodity stocks and state-owned enterprises, according to Tom Slater, deputy manager of the top-performing Scottish Mortgage Investment Trust (LON:SMT).

Don't wait for certainty in emerging markets: Austin Forey

Don't wait for certainty in emerging markets: Austin Forey

2 Apr 2014

JP Morgan fund manager Austin Forey said today that it could be a mistake to wait until uncertainty had cleared in emerging markets before investing.

Investors shouldn't fear Japan's sales tax: Russell Investors 

Investors shouldn't fear Japan's sales tax: Russell Investors 

1 Apr 2014

An increase in Japan's sales tax effective from today shouldn't concern investors in the country's stock market, according to Christophe Caspar, chief investment officer at Russell Investments.

JP Morgan: Eurozone investors have the most to lose from Russia crisis

JP Morgan: Eurozone investors have the most to lose from Russia crisis

31 Mar 2014

Patrick Schlowitz, global market strategist at JP Morgan Asset Management believes that investors in the Eurozone face a ‘material’ risk to investment return from the current crisis in Russia. 

JP Morgan: Why Japan is the cheapest developed equity market in the world

JP Morgan: Why Japan is the cheapest developed equity market in the world

27 Mar 2014

The Japanese stock market remains one of the cheapest stock markets in the world, and the cheapest major developed market, according to Nicholas Weindling, manager of the JP Morgan Japan fund.

Stephanie Flanders: Eurozone investments will do better in 2014 than in 2012 or 2013

Stephanie Flanders: Eurozone investments will do better in 2014 than in 2012 or 2013

26 Mar 2014

Stephanie Flanders, the former BBC economics editor who is now chief market strategist for UK and Europe at JP Morgan Asset Management, said this morning that she expects Eurozone assets to perform better this year than in either of the previous two.

'Furore' in UK housing market starts to ease, but prices 'likely to move ever higher'

'Furore' in UK housing market starts to ease, but prices 'likely to move ever higher'

13 Mar 2014

The surge of interest from house buyers ‘slowed down’ in February with the ‘furore’ that has been evident in the UK housing market since last summer starting to die away, according to research from the Royal Institute of Chartered Surveyors. 

High yield bonds may be 'too expensive for the risk involved', warn fund managers

High yield bonds may be 'too expensive for the risk involved', warn fund managers

13 Mar 2014

Despite a run of good performance, high yield bonds generally offer poor returns for the risks involved, two prominent bond fund managers have warned.

Artemis: a 10 per cent fall might be a 'welcome development' for long-term investors in the Eurozone

Artemis: a 10 per cent fall might be a 'welcome development' for long-term investors in the Eurozone

12 Mar 2014

The wave of capital which poured into Eurozone equities over the past year amounted to a ‘dash for trash’, according to Mark Page, manager of the Artemis European Opportunities fund.