Markets

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

Investors turn cautious on stock market

Investors turn cautious on stock market

29 Jul 2014

Private investors have been shunning equity funds in favour of fixed income and multi-asset mandates, according to figures from Morningstar.  

Latest UK GDP data supports case for interest rate rises, but 'caution' still warranted

Latest UK GDP data supports case for interest rate rises, but 'caution' still warranted

25 Jul 2014

The announcement this morning that the UK economy has grown past its pre-crisis peak, with GDP for the second quarter confirmed as 0.8 per cent, gives Mark Carney and his colleagues at the Bank of England ‘the signs they have been looking for’ to raise interest rates, according to Azad Zagana, European economist at Schroders.

Stephanie Flanders: Now is the time to invest in commodity stocks

Stephanie Flanders: Now is the time to invest in commodity stocks

24 Jul 2014

Stephanie Flanders, chief market strategist at JP Morgan Asset Management, believes that now is the time for investors to back commodity companies.

Schroders: Long-term confidence required to invest in new technology companies is 'not reasonable'

Schroders: Long-term confidence required to invest in new technology companies is 'not reasonable'

23 Jul 2014

It is not reasonable to expect investors to make the leap of faith required in order to make an investment in a new technology company, according to James Gautrey, telecoms and technology analyst at Schroders.

Schroders: India and South Africa are the best value emerging markets

Schroders: India and South Africa are the best value emerging markets

15 Jul 2014

Keith Wade, chief economist at Schroders, believes that while the case for investing in emerging markets is ‘compelling’, those looking at the asset class need to be very selective at present. 

JP Morgan: US and UK economic recovery 'far from secure' 

JP Morgan: US and UK economic recovery 'far from secure' 

10 Jul 2014

Andrew Goldberg, market strategist for Europe at JP Morgan Asset Management, believes that the economic recovery in the US and the UK is ‘far from secure’. 

Standard Life: The 'logical' choice for UK income investors is commercial property

Standard Life: The 'logical' choice for UK income investors is commercial property

9 Jul 2014

Andrew Milligan, head of global strategy at Standard Life Investments, believes that ‘the logical choice for investors searching for yield in the current market is commercial property'.

Ashmore: Emerging markets are a 'much safer investment' than developed markets right now

Ashmore: Emerging markets are a 'much safer investment' than developed markets right now

8 Jul 2014

The policies of the major central banks mean that emerging markets are a more prudent investment right now, according to Jan Dehn, head of research at Ashmore.

Bryn Jones: The best way to invest in bonds as interest rates rise

Bryn Jones: The best way to invest in bonds as interest rates rise

4 Jul 2014

Bryn Jones, whose Rathbone Ethical Bond fund is the absolute top performer out of more than 90 rivals in the IMA UK Sterling Corporate Bond fund over the past one and two years, has outlined for What Investment the factors investors should consider when seeking exposure to the bond market as interest rates rise.

Mark Mobius: The best countries for emerging growth in the future 

Mark Mobius: The best countries for emerging growth in the future 

3 Jul 2014

Veteran emerging markets investor Dr Mark Mobius has revealed the countries that he believes will be the next generation of emerging market star performers.

Artemis: Fracking 'is the real deal' and makes US equities 'as cheap as they have ever been'

Artemis: Fracking 'is the real deal' and makes US equities 'as cheap as they have ever been'

1 Jul 2014

Cormac Weldon, until recently manager of the £2.3 billion Threadneedle American fund, and soon to launch a similar mandate at Artemis, believes that fracking and the capacity of US companies to generate cash means that US equities are ‘as cheap as they have ever been'.

Investors need to be cautious with their 'expectations' about UK property

Investors need to be cautious with their 'expectations' about UK property

1 Jul 2014

Investors' cash flooded into property funds in May, with a net £491 million pouring into the asset class during that month, according to data from the Investment Management Association (IMA).

Old Mutual's Simon Murphy: UK income investors should stick to the biggest companies

Old Mutual's Simon Murphy: UK income investors should stick to the biggest companies

30 Jun 2014

Now is the time for UK income investors to focus on the very largest companies, writes Simon Murphy, manager of the Old Mutual UK Equity fund.

'The only cheap emerging market in the world is China'

'The only cheap emerging market in the world is China'

25 Jun 2014

Simon Edelsten, manager of the Artemis Global Select fund, believes that all emerging stock markets are expensive at present, with the exception of China.

Investors should ignore the political 'noise' on Thailand and 'focus on the stocks'

Investors should ignore the political 'noise' on Thailand and 'focus on the stocks'

24 Jun 2014

Adithep Banabriksha, manager of the Aberdeen New Thai investment trust (LON:ANW), believes that while the country will continue to suffer as a consequence of frequent political upheaval, investors should ignore this and focus instead on the quality of the companies that are listed there.

Nick Train: A bull market in emerging markets is 'inevitable'

Nick Train: A bull market in emerging markets is 'inevitable'

20 Jun 2014

Investors should have a ‘strategic’ exposure to emerging markets, whatever the short-term conditions in the market at present, because a bull market will soon happen, according to Nick Train, high-performing manager of the Finsbury Growth and Income Trust (LON:FGT).