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