Markets

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

Slowing oil supply will help keep prices high, says fund manager

Slowing oil supply will help keep prices high, says fund manager

24 May 2013

A drop in Brazil’s oil production resulting in part from ‘sluggish’ decision making and ‘crony capitalism’ is set to hit global oil supply, according to Angelos Damaskos, fund adviser to the Junior Oils Trust.

Analysts sound warning on Japan following Nikkei tumble

Analysts sound warning on Japan following Nikkei tumble

23 May 2013

Investors should be wary of Japan following a 7 per cent plunge in the value of the Nikkei 225 index to 14,484 on Thursday, according to industry insiders.

Research reveals VCT investments create thousands of jobs

Research reveals VCT investments create thousands of jobs

22 May 2013

A survey of companies that have been funded by venture capital trusts (VCTs) has found that they have created 14,000 new jobs since receiving the investment.

Eurozone is still the greatest risk to markets, warns Invesco's chief economist

Eurozone is still the greatest risk to markets, warns Invesco's chief economist

21 May 2013

John Greenwood, chief economist at Invesco Perpetual, has argued that a Eurozone crisis is the most likely factor to curtail rallying markets.

Plummeting copper at a 'turning point'

Plummeting copper at a 'turning point'

20 May 2013

The price of copper could be about to reverse its downward trend due to a new dearth of supply and increased Chinese demand, according to ETF Securities.

King's optimism shouldn't worry bond holders

King's optimism shouldn't worry bond holders

16 May 2013

Governor of the Bank of England (BoE) Mervyn King delivered some rare good news in his final inflation report on Wednesday.

Countries are defaulting on their debt through inflation, claims billion-pound manager

Countries are defaulting on their debt through inflation, claims billion-pound manager

16 May 2013

Newton’s Nick Clay has accused governments of trying to ease their debt burdens through inflation rather than dealing with the fundamental problems.

High yield: The reckoning will come, but not yet

High yield: The reckoning will come, but not yet

16 May 2013

Stefan Isaacs, manager of the £1.4 billion M&G High Yield Corporate Bond fund, has acknowledged that the high-yield party cannot last forever but argued that the music can keep playing for a while yet.

UK investors favour Asia for growth, but won't put their money there

UK investors favour Asia for growth, but won't put their money there

15 May 2013

Nearly 60 per cent of UK investors think Asia Pacific offers strong growth prospects, but just 15 per cent say they will actually invest their money in the region, according to a report by Schroders.

Safe bonds more likely to be hit by market correction than equities, strategist predicts

Safe bonds more likely to be hit by market correction than equities, strategist predicts

15 May 2013

A reversal of the stockmarket rally is less of a risk than huge losses in bonds, according to a senior analyst.

Small-cap expert: Expect M&A deals to flow through in the months ahead

Small-cap expert: Expect M&A deals to flow through in the months ahead

13 May 2013

Strategic Equity Capital, a specialist UK small-cap fund, has forecast a pick-up in mergers and acquisitions (M&A) over the next few months.

‘Bubble in defensive dividend stocks is a danger’, warns top manager

‘Bubble in defensive dividend stocks is a danger’, warns top manager

9 May 2013

Edward Lam, manager of the consistently top-decile Somerset Emerging Markets Dividend Growth fund, has argued that a dangerous bubble is forming in supposedly safer emerging-market stocks.

Dividends and defensives drive US stocks to new heights

Dividends and defensives drive US stocks to new heights

8 May 2013

The US stock market reached fresh all-time highs yesterday in a rally driven by defensive sectors and dividend-paying stocks.

Renewed nuclear construction tipped to spark uranium boom

Renewed nuclear construction tipped to spark uranium boom

3 May 2013

The confirmation that Turkey is to proceed with its nuclear power programme has been highlighted by an analyst as evidence that uranium prices could begin to recover from their long depression.

ECB rate cut won't help Eurozone economy

ECB rate cut won't help Eurozone economy

3 May 2013

The European Central Bank's (ECB) decision to cut its base interest rate to 0.5 per cent will make little difference on the ground, according to a number of analysts.

Fund chairman: FTSE Fledgling index doomed to disappoint

Fund chairman: FTSE Fledgling index doomed to disappoint

2 May 2013

Tom Bartlam, chairman of the Miton Income Opportunities Trust, has argued that the small-cap FTSE Fledgling index is fated to lag both the All Share and SmallCap indices.