Markets

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

Old Mutual: Emerging markets could be the best investment in 2015 

Old Mutual: Emerging markets could be the best investment in 2015 

26 Nov 2014

John Ventre, the experienced head of multi-asset investing at Old Mutual Global Investors, has told What Investment that despite the negative trends threatening emerging market equity returns in the coming years, emerging market assets should be a winner in 2015.

'If investors are looking at the facts, Japan is still a better bet than the Eurozone'

'If investors are looking at the facts, Japan is still a better bet than the Eurozone'

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. 

Henderson: US financial stocks are driving a boom in dividend payments this year

Henderson: US financial stocks are driving a boom in dividend payments this year

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.

'Japan is the cheapest stock market in the world,' despite slipping into recession 

'Japan is the cheapest stock market in the world,' despite slipping into recession 

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.

JP Morgan: How to invest in the winners from the falling oil price

JP Morgan: How to invest in the winners from the falling oil price

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.

Mark Carney: interest rates unlikely to rise until 'well into next year'

Mark Carney: interest rates unlikely to rise until 'well into next year'

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.

Mark Barnett: The best of the UK's economic recovery is already behind us

Mark Barnett: The best of the UK's economic recovery is already behind us

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

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.