Fresh insight into what's moving global markets, from shares and bonds to currencies and property
23 Jan 2015
While the long-term capacity of the central bank policy known as QE to deliver sustained improvements to the economies in which it is deployed is debatable, the instigation by the European Central Bank (ECB) of its own QE programme should be beneficial for Eurozone equities, according to Laith Khalaf, senior analyst at Hargreaves Lansdown.
21 Jan 2015
Whilst UK equity investors have experienced a tumultuous start to 2015, the fall in the oil price will lead to improved prospects for developed equity markets in the coming year, according to a host of top performing fund managers.
21 Jan 2015
John Ventre, manager of more than £2 billion of assets at Old Mutual Global Investors, believes that while there is rapid change occurring within emerging markets, China could be the world’s best investment in the coming years.
14 Jan 2015
The Asian region tends to get lumped together by equity investors, but investors could benefit from taking a more discriminating approach, writes Josh Crabb, head of Asian equities at Old Mutual Global Investors.
13 Jan 2015
The announcement this morning from the Office for National Statistics (ONS) that the rate of CPI inflation fell to 0.5 per cent in December, down from 1 per cent the previous month, may mean that the UK is on the cusp of deflation, but the impact for the economy should be positive, according to Azad Zangana, senior European economist at Schroders.
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9 Jan 2015
Investors hoping to spot the early signs of another crash in the commercial property market should keep their eyes on UK ten-year gilt yields, according to Jonathan Webster-Smith, fund of funds manager at Brooks McDonald.
8 Jan 2015
Following the confirmation this morning by the Bank of England that it is leaving interest rates at the current 0.5 per cent level for another month, the bond market is currently ‘pricing in’ no interest rate rises until 2016, according to Kathleen Brooks, research director at Forex.com.
7 Jan 2015
The confirmation this morning by the European Central Bank (ECB) that the euro area entered deflation in December should not be viewed as an investment opportunity for either equities or bonds, agree a range of industry professionals.
23 Dec 2014
The Office for National Statistics (ONS) has released data showing that the UK’s economic growth in five consecutive quarters was lower than previously thought.
22 Dec 2014
Prices of Russian assets ‘are falling too far’ and this is creating a significant opportunity, according to Jan Dehn, head of research at emerging market focused investor Ashmore.
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’.
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.