Macro Views
Bond market sell-off likely later this year: Saxo Bank
The end of the QE-led economic cycle means investors may need a more diversified portfolio to ensure outperformance as we enter a period of greater uncertainty, analysts have claimed.
Investment | 4 May 18
Risks loom if passives dominate
The asset management industry is split on the market implications if passives continue to rake in inflows, while investors lose faith in active management.
Investment | 3 May 18
Five worst performing funds in April
Mark Carney cast doubt on a May rate rise, UK GDP grew at its most sluggish pace in over five years, US treasuries hit 3% and Russia faced US sanctions. So which funds had the toughest time navigating April? Our sister publication Portfolio Adviser examines performance figures from FE.
UK inflation drop raises questions over rate increase
UK consumer price inflation fell sharply to the lowest rate in a year last month, raising questions over the Bank of England’s (BoE) direction on interest rates.
Investment | 16 Apr 18
A fresh fear for investors
On top of volatility, the threat of a trade war and tense global relations with Russia, investors can add concerns that global GDP growth may have peaked to their list of investment worries, deVere Group’s Tom Elliott has warned.