Markets

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

Hargreaves Lansdown: UK interest rates unlikely to rise until after the general election

Hargreaves Lansdown: UK interest rates unlikely to rise until after the general election

17 Sep 2014

The fact that inflation remains considerably below the Bank of England’s own target, with wage growth also stagnant, means UK interest rates are unlikely to rise until after next year’s general election, according to Ben Bretell, senior economist at Hargreaves Lansdown. 

Scottish independence could see sterling fall 10 per cent on Friday

Scottish independence could see sterling 'fall 10 per cent on Friday'

17 Sep 2014

The biggest immediate impact for investors in the event of a Scottish vote for independence tomorrow would be on sterling, which could fall 10 per cent in the aftermath of the vote, according to George Godber, manager of the Miton UK Undervalued Assets fund. 

Neil Woodford: What the Scottish referendum means for UK investors - whatever the outcome

Neil Woodford: What the Scottish referendum means for UK investors - whatever the outcome

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.

Demand for UK residential property 'declines' for second consecutive month

Demand for UK residential property 'declines' for second consecutive month

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.

Stephanie Flanders: Eurozone rate cut makes equities a better investment, but with higher risk

Stephanie Flanders: Eurozone rate cut makes equities a better investment, but with higher risk

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. 

Henderson: Long-term picture for India is better than China, but China is cheaper right now

Henderson: Long-term picture for India is better than China, but China is cheaper right now

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.

Eurozone reforms 'too little, too late' 

Eurozone reforms 'too little, too late' 

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. 

Evy Hambro: Risks associated with investing in commodities right now 'have diminished' 

Evy Hambro: Risks associated with investing in commodities right now 'have diminished' 

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

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 

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. 

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.