Macro Views
European recovery not a blip
Most European buy-side investors have had a positive macroeconomic outlook for three quarters in a row now, according to data from International Adviser’s sister title, Expert Investor.
Investment | 16 Oct 17
Timing a correction is a fool’s errand
The head of global multi-asset strategy at JP Morgan Asset Management (JPMAM) has described any attempt to time a market correction as a “fool’s errand”.
Investment | 16 Oct 17
Analysis: Funds playing a dangerous game of liquidity
On 22 August, doorstep lender Provident Financial hit investors with a devastating triple-whammy – a profit warning (its second in a matter of months), an FCA investigation into its credit card subsidiary Vanquis Bank and the resignation of disgraced CEO Peter Crook.
Investment | 13 Oct 17
IMF flags next global crisis
A day after it published a rosy global economic outlook, the International Monetary Fund sketched the contours of the next financial crisis, urging policymakers to take measures to rein in exuberance.
Why Abenomics will continue to benefit Japan
With Shinzo Abe’s recent announcement of a snap election, Adrian Lowcock, investment director at Architas, assesses the case for investing in Japan.