Fresh insight into what's moving global markets, from shares and bonds to currencies and property
Star UK property fund manager: Now is the best time for five years to invest in commercial property outside London
17 Dec 2014
Richard Kirby, whose £1.13 billion F&C Commercial Property Trust has returned 73 per cent since 2005, compared to 19 per cent for the average fund in the AIC UK Property sector over the same period, has been increasing his exposure to property outside London as he believes that conditions in the market are the best they have been for many years.
16 Dec 2014
The announcement this morning that UK Consumer Price Index (CPI) inflation for the year to November was 1 per cent, compared to 1.3 per cent in October, means that the Bank of England has little reason to put interest rates up any time soon, according to Ben Brettell, senior economist at Hargreaves Lansdown.
11 Dec 2014
Neil Williams, group chief economist at Hermes Investment Management, believes that investors in Eurozone assets are now more likely than not to have to deal with deflation gripping the economic bloc in the coming year.
Standard Life Investments: The two questions for those considering investing in the Eurozone in 2015 to consider
10 Dec 2014
Andrew Milligan, head of global strategy at Standard Life Investments, believes that the best-case scenario for economic growth in the Eurozone in the next two years is 1 per cent per annum, while investors should not take it for granted that quantitative easing (QE) will happen.
3 Dec 2014
Stephanie Flanders, the former BBC economics editor who is now chief market strategist for the UK and Europe at JP Morgan Asset Management, believes that ‘investors have nothing to fear from the rise of the US dollar’.
Latest investment guides
3 Dec 2014
John Ventre, head of multi-asset investing at Old Mutual Global Investors – who manages more than £3 billion of assets through the Spectrum and Voyager range of funds – believes that the economic conditions present in China right now make it the market ‘with the most potential’ to deliver strong equity returns over the coming years.
1 Dec 2014
Investors pondering the question of where to allocate their capital in 2015 should focus on opportunities in Asian equities and global bonds, according to David Marchant, head of Canada Life Investments.
28 Nov 2014
Despite the fact that the US stock market has reached new highs in recent weeks, there are still a number of stocks that represent good value and have limited downside risk, according to Simon Edelsten, manager of the Artemis Global Select fund.
26 Nov 2014
John Ventre, the experienced head of multi-asset investing at Old Mutual Global Investors, has told What Investment that despite the negative trends threatening emerging market equity returns in the coming years, emerging market assets should be a winner in 2015.
20 Nov 2014
Simon Edelsten, manager of the Mid Wynd International Investment Trust (LON:MWY), believes that investors should look past the dismal GDP numbers released in Japan and stick with that market rather than the Eurozone.
19 Nov 2014
US-listed companies increased their dividends by 10.4 per cent in the third quarter of 2014, driven by a strong performance from financial stocks in that country, according to the latest research from Henderson Global Investors.
18 Nov 2014
While the economic data shows that the Japanese economy is in recession by recording two consecutive quarters of negative GDP growth, the country’s economy remains the cheapest in the world, according to David Jane, manager of the Miton Special Situations fund.
17 Nov 2014
The oil price falling to a four-year low creates a number of opportunities for private investors, but there are also a number of asset classes to avoid, according to Alex Dryden, global market strategist at JP Morgan Asset Management.
12 Nov 2014
In his quarterly inflation update released today, Bank of England governor Mark Carney cut his forecast for UK GDP growth in 2015 to 2.9 per cent from the previous estimate of 3.2 per cent, as he talked of the ‘spectre of stagnation’ that he feels is ‘haunting’ the Eurozone.
10 Nov 2014
Mark Barnett, who succeeded Neil Woodford as manager of the Invesco Perpetual Income and High Income funds, believes that while the UK economy is ‘OK,’ the best phase of the economic recovery may already have passed.
Hargreaves Lansdown: Latest inflation data means that Bank of England 'won't even consider' an interest rate rise
14 Oct 2014
Ben Bretell, senior economist at Hargreaves Lansdown, believes that this morning's fall in the rate of UK inflation means that UK interest rates will not rise until well into next year.