Macro Views
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.
Investment | 21 Sep 17
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.
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).
Investment | 19 Sep 17
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.
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”.