Macro Views
Investment | 19 Sep 16
Plain sailing for investors
Celebrating its first anniversary Smartfund 80% Protected does what it set out to do.
Macro Views | 13 Sep 16
Fed worries will not stop steady global expansion – RLAM
The sell-off over concerns that the Federal Reserve may raise rates on 21 September could develop into a good buying opportunity if economic growth persists, according to Trevor Greetham, head of multi asset at Royal London Asset Management.
Fixed Income | 9 Sep 16
Allianz GI’s Dwane issues warning on danger of ‘unchartered territory’
Growth and inflation are going to remain subdued, so central banks will keep rates very low, which has serious implications, according to Neil Dwane, global strategist at Allianz Global Investors.
Macro Views | 7 Sep 16
Excess liquidity ‘likely to constrain growth’ for years
Tilney Bestinvest’s Gareth Lewis advocates a cautious approach in the wake of Brexit and the continuing low interest rates and quantitative easing climate, with investment in gold proving a successful option.
ANALYSIS: Italy now the real threat not Brexit
The Italian constitutional reform referendum this autumn will, or rather should, cause European investors to hold their breath more anxiously than they did on the morning of 24 June.