Markets

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

Star UK property fund manager: Now is the best time for five years to invest in commercial property outside London

Star UK property fund manager: Now is the best time for five years to invest in commercial property outside London

17 Dec 2014

Richard Kirby, whose £1.13 billion F&C Commercial Property Trust has returned 73 per cent since 2005, compared to 19 per cent for the average fund in the AIC UK Property sector over the same period, has been increasing his exposure to property outside London as he believes that conditions in the market are the best they have been for many years. 

Hargreaves Lansdown: Latest fall in inflation data may mean UK interest rates don't rise until 2016

Hargreaves Lansdown: Latest fall in inflation data may mean UK interest rates don't rise until 2016

16 Dec 2014

The announcement this morning that UK Consumer Price Index (CPI) inflation for the year to November was 1 per cent, compared to 1.3 per cent in October, means that the Bank of England has little reason to put interest rates up any time soon, according to Ben Brettell, senior economist at Hargreaves Lansdown. 

Deflation is now the 'most likely' outcome for the Eurozone in 2015

Deflation is now the 'most likely' outcome for the Eurozone in 2015

11 Dec 2014

Neil Williams, group chief economist at Hermes Investment Management, believes that investors in Eurozone assets are now more likely than not to have to deal with deflation gripping the economic bloc in the coming year.

Standard Life Investments: The two questions for those considering investing in the Eurozone in 2015 to consider 

Standard Life Investments: The two questions for those considering investing in the Eurozone in 2015 to consider 

10 Dec 2014

Andrew Milligan, head of global strategy at Standard Life Investments, believes that the best-case scenario for economic growth in the Eurozone in the next two years is 1 per cent per annum, while investors should not take it for granted that quantitative easing (QE) will happen. 

Stephanie Flanders: What the rise of the dollar means for investors 

Stephanie Flanders: What the rise of the dollar means for investors 

3 Dec 2014

Stephanie Flanders, the former BBC economics editor who is now chief market strategist for the UK and Europe at JP Morgan Asset Management, believes that ‘investors have nothing to fear from the rise of the US dollar’.

Old Mutual: China is the cheapest equity market in the world

Old Mutual: China is the cheapest equity market in the world

3 Dec 2014

John Ventre, head of multi-asset investing at Old Mutual Global Investors – who manages more than £3 billion of assets through the Spectrum and Voyager range of funds – believes that the economic conditions present in China right now make it the market ‘with the most potential’ to deliver strong equity returns over the coming years. 

Canada Life: Bonds and Asia are likely to be the best investments for 2015

Canada Life: Bonds and Asia are likely to be the best investments for 2015

1 Dec 2014

Investors pondering the question of where to allocate their capital in 2015 should focus on opportunities in Asian equities and global bonds, according to David Marchant, head of Canada Life Investments. 

 

Artemis: The best US stocks to buy in a rising market

Artemis: The best US stocks to buy in a rising market

28 Nov 2014

Despite the fact that the US stock market has reached new highs in recent weeks, there are still a number of stocks that represent good value and have limited downside risk, according to Simon Edelsten, manager of the Artemis Global Select fund. 

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.