Markets

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

Rathbone's Jones: The new pensioner bonds are a better investment than a bond fund

Rathbone's Jones: The new pensioner bonds are a better investment than a bond fund

30 Oct 2014

Bryn Jones, fixed income director at Rathbone Unit Trust Management, believes that investors who are eligible to buy the government's new pensioner bonds should do so, due to the tax-free yield.

Hargreaves Lansdown: Latest inflation data means that Bank of England 'won't even consider' an interest rate rise

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. 

Henderson: US stock markets still better value than most 

Henderson: US stock markets still better value than most 

13 Oct 2014

Wouter Volckaert, who has returned more than twice his peers since he took over as manager of the Henderson Global Trust (LON:HGL) in early February, believes that while US equity valuations have risen markedly in recent years, there is still value in the market due to the ‘economic momentum and above average company returns’ enjoyed by the current crop of listed businesses. 

Old Mutual: The best way to invest in the bond markets right now

Old Mutual: The best way to invest in the bond markets right now

10 Oct 2014

A glut of ‘poor-quality, highly leveraged and speculative’ corporate bonds have come to the market this year, but investors should instead focus on ‘quality, quite boring’ bonds, according to Christine Johnson, manager of the high-performing Old Mutual Corporate Bond fund. 

London house prices suffer first fall for three years

London house prices suffer first fall for three years

9 Oct 2014

The latest data from the Royal Institution of Chartered Surveyors (RICS) indicates that London house prices fell last month for the first time in three years. 

JP Morgan's Titherington: Emerging market investors should stick with the bigger companies 

JP Morgan's Titherington: Emerging market investors should stick with the bigger companies 

8 Oct 2014

Richard Titherington, chief investment officer for emerging markets at JP Morgan Asset Management, believes that investors looking for value in the emerging markets should stick with the bigger and more established companies. 

Stephanie Flanders: All investors should still have gold in their portfolio

Stephanie Flanders: All investors should still have gold in their portfolio

7 Oct 2014

Any investor who aspires to have a genuinely diversified portfolio should have a small allocation to gold, despite the waves of negativity associated with the commodity right now, according to Stephanie Flanders, chief market strategist at JP Morgan Asset Management. 

JP Morgan: The eight golden rules for emerging market investing

JP Morgan: The eight golden rules for emerging market investing

3 Oct 2014

Austin Forey, manager of the JP Morgan Emerging Markets investment trust, has outlined the eight golden rules he believes investors in emerging markets should follow.

UK fund managers looking to mid- and small-caps again

UK fund managers looking to mid- and small-caps again

2 Oct 2014

Mid- and small-cap stocks have fallen to levels where there are attractive opportunities to buy, according to a brace of experienced UK equity fund managers.

Schroders: UK economic growth likely to slow down in the coming months

Schroders: UK economic growth likely to slow down in the coming months

1 Oct 2014

The recent economic data to emerge about the UK economy indicates that GDP growth is likely to ‘moderate’ in the coming months, according to Azad Zagana, European economist at Schroders. 

AXA IM: We used to be cautious on China, but things have changed

AXA IM: We used to be cautious on China, but things have changed

30 Sep 2014

After an extended period of advocating caution on Chinese equities, AXA Investment Manager's senior strategist Mathieu L’Hoir has disclosed that he now sees the country's stock market in a more positive light.

JP Morgan: positive election news already 'priced in' to Brazilian equities

JP Morgan: positive election news already 'priced in' to Brazilian equities

25 Sep 2014

Sophie Bosch de Hood, manager of the JP Morgan Brazil investment trust, told What Investment that the recent rally in Brazilian equities means that the stock market is now ‘priced for change’, regardless of whether October’s general election produces a result that the market will actually like. 

Richard Buxton: Sterling is likely to weaken further in the coming months

Richard Buxton: Sterling is likely to weaken further in the coming months

23 Sep 2014

Sterling is likely to continue to remain quite a way below the peak valuation of $1.72 to the pound seen in July, according to Richard Buxton, manager of the £1.5 billion Old Mutual UK Alpha fund. 

JP Morgan's Eidelman: Why I am putting more money into Russian equities

JP Morgan's Eidelman: Why I am putting more money into Russian equities

23 Sep 2014

Leon Eidelman, co-manager of the £1.2 billion JP Morgan Emerging Markets fund, has disclosed that the fund has invested more in Russia over the past twelve months than it had done in the previous five years. 

FTSE 100 'could top 6,900' after Scottish no vote in independence referendum

FTSE 100 'could top 6,900' after Scottish no vote in independence referendum

19 Sep 2014

The decision of the Scottish people to vote no to independence from the United Kingdom has caused sterling, gilts and certain shares to rise this morning, and kindled renewed optimism around the UK stock market.

Scottish house prices could suffer if there is a yes vote

Scottish house prices could suffer if there is a yes vote

18 Sep 2014

Christopher Down, chief executive at residential property investment firm Hearthstone Investments told What Investment today that house prices in Scotland could 'stagnate' if the country votes in favour of independence today.