Fresh insight into what's moving global markets, from shares and bonds to currencies and property
27 Aug 2014
Investors should ignore the ‘myths’ that surround gold as an investment and not buy at the current level, despite the fact that the asset class is trading at 33 per cent below its peak valuation of just three years ago, according to Brian Dennehy, managing director of FundExpert.co.uk.
26 Aug 2014
The wave of announcements this summer from companies disclosing their results shows that investors should be looking to Japanese equities, and shunning European companies as the year progresses, according to Simon Edelsten, manager of the Artemis Global Select fund.
22 Aug 2014
It has been a rocky summer for global equity markets with escalating geopolitical risk and some investors fearing the consequences of interest rate rises, the natural resources sector has actually strongly outperformed global equities.
20 Aug 2014
Investors with a portfolio containing global funds are likely to find that their Japanese holdings have been the ‘laggard’ this year, but investors should stick with the country, according to Tony Lanning, manager of the JP Morgan Fusion funds range.
14 Aug 2014
Hugh Cuthbert, manager of the SVM Continental Europe fund, believes that certain Eurozone banks offer a ‘tantalising opportunity’ for long-term investors, despite the clouds of uncertainty that rumble across the Eurozone economy at present.
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13 Aug 2014
An interest rate rise for the UK in 2014 was ‘fairly explicitly ruled out’ by Bank of England governor Mark Carney in his inflation report this morning, according to Kathleen Brooks, research director at Forex.com.
8 Aug 2014
Shares in companies within the DAXglobal Gold Miners Index could rise by more than 30 per cent in the coming months, according to Simona Gambarini, associate director for research at ETF Securities.
7 Aug 2014
Star UK fund manager Neil Woodford, who raised £2.3 billion in two months from private investors for his new CF Woodford UK Equity Income fund, believes that a very cautious approach will be best suited to the stock market of the next five years.
6 Aug 2014
Richard Titherington, chief investment officer for emerging markets at JP Morgan Asset Management, believes that while it is not ‘popular’ or ‘obvious’ to invest in emerging markets right now, there are a number of reasons for investors to consider the asset class.
5 Aug 2014
The oil price is unlikely to fall despite the onset of fracking, and investors looking to capture the gains available in the oil and gas sector should focus on US-listed companies, according to Pascal Menges, manager of the Lombard Odier Global Energy fund.
29 Jul 2014
Private investors have been shunning equity funds in favour of fixed income and multi-asset mandates, according to figures from Morningstar.
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.
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.
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.
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.
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’.