Has German election killed the European Spring?

Has German election killed the European Spring?...

Many fund managers dismissed the historical German election results as “insignificant for markets”, but they have failed to consider its impact on the status quo and the possible reversal of recent political trends.

Published : 26, Sep 2017
Why you should care about the German elections

Why you should care about the German elections...

You may be forgiven for not staying up late this Sunday to watch the final results of Germany’s parliamentary elections come in. While chancellor Merkel is sure to win, the scale of her victory is likely to impact the future direction of bond spreads.

Published : 22, Sep 2017
Hawkish Fed to taper from next month

Hawkish Fed to taper from next month

The US Federal Reserve announced it will begin to unwind its quantitative easing programme in October, and said another rate hike this year is likely despite persistently low inflation.

Published : 21, Sep 2017
Sentiment to UK worse than after Brexit vote

Sentiment to UK worse than after Brexit vote

Investors are less confident about the UK now than they were in the aftermath of the Brexit vote or the UK snap election, according to the latest reading from the Lloyds Private Bank Investor Sentiment Index (LPBIS).

Published : 21, Sep 2017
 Why the eight-year bull market is already over

Why the eight-year bull market is already over...

Fears the globe is coming to the end of an eight-year bull market are based on a complete misconception according to former Neptune fund manager, Felix Wintle.

Published : 19, Sep 2017
When did a 2% dip become a market correction?

When did a 2% dip become a market correction?

Pictet AM’s chief strategist Luca Paolini tried to redefine the concept of a market correction this week, urging investors to take advantage of a 2% fall in asset prices to “rebuild positions in riskier assets”.

Published : 11, Sep 2017
Should you sell in summer?

Should you sell in summer?

Negative updates and rocky company accounting during quiet summer months should not be a sole signal to sell a stock, says SVM Asset Management’s Margaret Lawson.

Published : 11, Sep 2017
Norway oil fund to reduce allocation to EMD, corporate bonds

Norway oil fund to reduce allocation to EMD, corporate...

Norway’s sovereign wealth fund intends to reduce its exposure to emerging market currencies and corporate bonds as it seeks to simplify its fixed income benchmark.

Published : 6, Sep 2017
ANALYSIS: ECB taper edges closer

ANALYSIS: ECB taper edges closerLock icon

Just a few months ago, market watchers were convinced the ECB would soon announce it would begin to cut its asset purchases. But even though the European economy has since powered ahead, it now appears unlikely that a detailed tapering announcement will come this year.

Published : 6, Sep 2017
ANALYSIS: Why a world of low-returns is here to stay

ANALYSIS: Why a world of low-returns is here to...

Is 5% all an investor can hope for in returns over the next 10 years? With both investment managers and the regulator singing from the same hymn sheet, it appears this may well be the case.

Published : 5, Sep 2017
Rising carbon prices threaten dramatic profits drop: Schroders

Rising carbon prices threaten dramatic profits...

Carbon prices will have to increase exponentially over the coming decades if we are to meet the Paris climate goals, says Schroders. This will result in a dramatic drop in many companies’ profits.

Published : 5, Sep 2017
'Harvey damage will force Fed to hold rates'

'Harvey damage will force Fed to hold rates'

The damage caused by hurricane Harvey will dampen US GDP growth to an extent that will force the Fed to forget about hiking rates further this year, it has been claimed.

Published : 4, Sep 2017
Markets shrug off North Korea threats, for now

Markets shrug off North Korea threats, for now...

Global markets have shown little alarm over North Korea's missile tests and Donald Trump's rhetoric so far. Nevertheless, investors should hedge their tail risks, advises Dave Lafferty of Natixis GAM.

Published : 1, Sep 2017
Euro powers ahead as Draghi keeps silent

Euro powers ahead as Draghi keeps silent

The euro has reached multi-year highs against all other major currencies this week after ECB-president Mario Draghi gave a blank speech at the Fed’s Jackson Hole meeting.

Published : 29, Aug 2017
Risk of another US debt ceiling impasse already hitting treasuries

Risk of another US debt ceiling impasse already...

An impasse over raising the debt ceiling could see the US hit the financial buffers in early October failing to meet around 23% of its short term obligations, an analysis by Washington think tank the Bipartisan Policy Centre has said.

Published : 25, Aug 2017
Six long-term economic trends changing the investment world

Six long-term economic trends changing the investment...

With the global population booming, the 'pillars of a functioning economy’ are set to undergo major changes, says Sanlam Four's Mike Pinggera. Here, he looks at the six biggest themes for investors to watch.

Published : 24, Aug 2017
Red flag for UK as employer economic confidence falters

Red flag for UK as employer economic confidence...

Collapsing employers’ confidence in the UK economy is a red flag, despite the jobs market still appearing strong according to the Recruitment and Employment Confederation.

Published : 23, Aug 2017
Preparing for a market correction – hedge or diversify?

Preparing for a market correction – hedge or diversify?...

The bulls and bears are out in force, divided over the prospect of a market correction in the near future, but is it wise to hedge equity exposure or is good old-fashioned diversification the way to go?

Published : 18, Aug 2017
Bull market party 'has to end'

Bull market party 'has to end'Lock icon

The problem with the dying days of an equity bull market is that it is difficult to be sure when it will end and how high it will go in the meantime. This, for Jim Wood-Smith, chief investment officer for private clients at Hawksmoor Investment Management, is the key dilemma in today’s markets. As he says: “We can see what will happen but we don’t know when.”

Published : 18, Aug 2017
Could today's India outshine yesterday's China?

Could today's India outshine yesterday's China?...

Though it might be tempting to view today’s India as yesterday’s China, Rathbones’ head of asset allocation Ed Smith thinks the region's growth prospects could be even greater based on five key indicators.

Published : 17, Aug 2017

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