Macro Views

Investment | 11 Sep 17

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.

Europe | 6 Sep 17

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.

Emerging Markets | 6 Sep 17

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.

Investment | 5 Sep 17

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.

Investment | 5 Sep 17

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.