Macro Views
Macro Views | 26 Oct 16
GSAM sees `expansion phase’ where others see stagnation
Risk assets remain attractive as central banks shift policy and investor sentiment based on market fundamentals starts to return, said Neill Nuttall, co-chief investment officer of the global portfolio solutions group at Goldman Sachs Asset Management.
ANALYSIS: Is the ECB scared to turn off the QE tap?
European Central Bank president Mario Draghi delivered a relatively short address after the October governing council meeting on Thursday which was light on substance, but there was something in his remarks that may worry investors.
Emerging Markets | 19 Oct 16
IMF forecasts economic slowdown in Gulf region this year.
Economic activity across the six nations of the Gulf Cooperation Council (GCC) region is expected to slow sharply this year, according to the latest regional economic outlook from the International Monetary Fund (IMF).
Macro Views | 18 Oct 16
ANALYSIS: Inflation is here to stay – invest wisely
With rising prices for fuel, restaurants and hotel rooms pushing up UK inflation, is it any great surprise we’re all staying at home watching Netflix?
Macro Views | 17 Oct 16
UK investors must avoid insular thinking
With developed world political risk now posing the biggest risk to markets, Liontrust’s John Husselbee is encouraging his clients to focus on the global picture.