Fresh insight into what's moving global markets, from shares and bonds to currencies and property
10 Feb 2016
Jeremy Lawson, the forthright chief economist at Standard Life Investments, has asserted that while world growth is likely to slow this year, a recession in the developed world is unlikely.
9 Feb 2016
While the oft-cited safe haven of gold and cyclical assets such as equities are showing losses on a year to date basis, the traditional safe haven asset of gold has started to reclaim its place as the ‘true safe haven’, according to Nitesh Shah, research analyst at ETF Securities.
8 Feb 2016
Jason Hollands, managing director at Tilney Bestinvest, has disclosed the reasons why he believes investors interested in emerging markets should focus on India, rather than China, as a source of future returns.
Stephanie Flanders: 'Little reason to expect' UK or US recession is imminent, despite global turbulence
8 Feb 2016
Stephanie Flanders, chief market strategist for Europe at JP Morgan Asset Management and a former economics editor at the BBC has asserted that while investors should be conscious of the global slowdown on the UK economy, there is no reason to believe the recession is imminent in the UK.
5 Feb 2016
Neil Williams, senior economist at Hermes, has outlined for What Investment what he sees as the key impacts for UK investors of the forthcoming referendum on the UK’s membership of the EU.
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Mark Carney cuts UK growth forecast for 2016 and 'interest rates are now more likely to fall than rise', according to analysts
4 Feb 2016
In a stark, downbeat assessment of the health of the UK economy this morning, Bank of England governor Mark Carney cut his growth forecast for the UK economy to 2.2 per cent, from the previous 2.5, cautioned that the risk to this forecast is that it would be too optimistic, and kept interest rates at the present record low level, with analysts increasingly scurrying to the conclusion that the UK interest rates are more likely to fall than rise from here.
3 Feb 2016
Aengus Collins, lead Eurozone analyst at the Economist Intelligence Unit, has revealed the three reasons why he believes that UK investors will not have to contend with the implications of Brexit in 2016.
Barings: There would have to be a 'dramatic change' in the UK economy for interest rates to rise in 2016
2 Feb 2016
Despite expectations at the turn of the year that 2016 would bring the first rise in UK interest rates for the time in seven years, investors should expect no change in 2016, according to Sonja Laud, manager of the Barings Multi-Asset Income fund.
2 Feb 2016
Steven Grahame manager of the North Row Liquid Property fund writes for What Investment on the prospects for property investors in 2016
1 Feb 2016
Didier St Georges, a member of the investment committee at Carmignac, has told What Investment that while the Eurozone offers considerable potential for investor returns in 2016, the risks of further political and economic stability in the economic bloc are underappreciated by the market and so may be a greater threat than china.
Invesco Perpetual: The current stock market volatility is not a sign of an imminent recession, and there is one 'stand out opportunity' in the world
29 Jan 2016
Nick, Mustoe, chief investment officer at Invesco Perpetual, has urged investors not to mistake the current stock market turbulence for the opening salvos of an imminent global recession.
28 Jan 2016
The latest UK GDP figures, released this morning and covering the final quarter of 2015, showed that the economy expanded by 0.5 per cent, in line with estimates, but analysts agreed that a cocktail of worries is brewing.
26 Jan 2016
A gentle reduction in government ‘cuts’, robust demand for oil and falling company inventories combine to mean that there is no current sign of a profound decline in US economic activity, according to David Kelly, chief global strategist at JP Morgan Asset Management.
We have sold £100s of millions worth of shares in the past six months because we see a repeat of 2008 coming soon, say veteran investors
25 Jan 2016
Fears about the general health of the US economy, a view that the market is too optimistic regarding the potential for eurozone stock markets and a collapse in liquidity means that stock markets teeter on the edge of another 2008, though a recession in the wider economy is unlikely, according to a brace of investors speaking at the Carmignac investor conference in Paris yesterday.
Investors 'shouldn't rush' to invest in oil stocks in anticipation of a price rise, according to prominent analyst
25 Jan 2016
Such are the swirls of uncertainty around the oil market right now that investors shouldn’t be confident of a price increase to make the oil shares more investible, according to Jason Hollands at Tilney Bestinvest.
22 Jan 2016
David Page, senior economist at Axa Investment Management has outlined what he believes will be the impact on the market and economy of the UK leaving the EU.