Macro Views
Macro Views | 26 May 17
Sterling takes fright from Conservatives’ shrinking election lead
The British currency has suffered its biggest fall since April after a poll suggested the Conservative party’s lead in the UK general election had diminished.
Macro Views | 24 May 17
Warning of ‘volatile summer for markets’ due to Trump and China
Financial markets could turn volatile this summer after one of the biggest multi-asset investing teams in the City of London warned its forecasting models were indicating possible trouble ahead.
Will MSCI include China’s A-shares? Five views
Asset management professionals share their views on the MSCI’s upcoming decision about whether or not to include China’s A-shares in its emerging market indices with our sister publication Fund Selector Asia.
Macro Views | 16 May 17
Why the US is ‘priced for perfection’
Now the economic honeymoon period following Donald Trump’s election has ended, Noel O’Halloran says this is the time to take stock and reassess asset allocations.
Macro Views | 15 May 17
EdenTree’s Hepworth ‘going against the herd’ on value
The “Trump bump” may have slumped in 2017, but EdenTree Investment Management’s chief investment officer Robin Hepworth argues the value trade is for the long haul.